+285.6%
BBY vs ALLE
+340.4%
-54.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.5% |
| 7D | +3.7% | -0.8% | +4.6% | +4.3% |
| 30D | +20.9% | +27.4% | -6.5% | +5.1% |
| 3M | +27.6% | +13.8% | +13.7% | +18.3% |
| 6M | +86.9% | +45.5% | +41.4% | +48.5% |
| YTD | +63.3% | +21.4% | +41.9% | +42.9% |
| 1Y | +42.6% | +15.4% | +27.2% | +28.6% |
| 3Y | +89.8% | +91.7% | -1.9% | +24.9% |
| 5Y | -0.1% | +54.5% | -54.6% | -26.3% |
| 10Y | +294.3% | +210.5% | +83.7% | +99.5% |
| All | +285.6% | +340.4% | -54.9% | +64.9% |
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