+569.6%
BBY vs ALLY
+98.8%
+470.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +4.5% | +0.4% | +4.1% | +4.3% |
| 30D | +16.8% | +5.2% | +11.6% | +14.7% |
| 3M | +23.2% | -13.3% | +36.5% | +30.7% |
| 6M | +91.9% | -6.7% | +98.6% | +97.1% |
| YTD | +61.6% | -12.8% | +74.5% | +69.9% |
| 1Y | +43.9% | +0.7% | +43.2% | +42.5% |
| 3Y | +88.6% | +65.2% | +23.4% | +49.8% |
| 5Y | -3.1% | -10.1% | +7.1% | -6.3% |
| 10Y | +290.2% | +177.0% | +113.2% | +115.9% |
| All | +569.6% | +98.8% | +470.8% | +293.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling