+281.7%
BBY vs ALLE
+336.8%
-55.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.7% |
| 7D | +10.9% | +0.1% | +10.8% | +11.0% |
| 30D | +19.6% | +25.9% | -6.3% | +4.7% |
| 3M | +27.6% | +14.9% | +12.7% | +17.7% |
| 6M | +79.4% | +42.1% | +37.3% | +44.7% |
| YTD | +61.7% | +20.4% | +41.3% | +42.2% |
| 1Y | +40.3% | +14.9% | +25.4% | +26.9% |
| 3Y | +87.9% | +90.1% | -2.2% | +24.2% |
| 5Y | +0.2% | +53.0% | -52.8% | -25.7% |
| 10Y | +274.5% | +208.8% | +65.6% | +90.1% |
| All | +281.7% | +336.8% | -55.1% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling