+41.5%
BBY vs ALLY
+69.8%
-28.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.4% |
| 7D | +8.1% | +1.0% | +7.1% | +7.6% |
| 30D | +8.9% | -3.3% | +12.2% | +10.5% |
| 3M | +22.0% | +0.5% | +21.6% | +21.5% |
| 6M | +37.8% | +12.6% | +25.2% | +30.1% |
| YTD | +37.3% | -4.7% | +42.0% | +39.3% |
| 1Y | +21.6% | +5.2% | +16.3% | +17.5% |
| 3Y | +41.5% | +66.5% | -25.0% | +13.5% |
| All | +41.5% | +69.8% | -28.3% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 3y: compounded portfolio wealth divided by compounded ALLY 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…
3y analysis · Full analysis span regression · 6 months rolling