+262.2%
AVGO vs ALLE
+91.5%
+170.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.5% | +4.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -8.2% | +25.9% | -34.1% | -13.3% |
| 3M | -21.3% | +14.9% | -36.1% | -23.8% |
| 6M | -22.5% | +42.1% | -64.6% | -29.8% |
| YTD | -3.6% | +20.4% | -23.9% | -8.8% |
| 1Y | -6.7% | +14.9% | -21.5% | -10.0% |
| All | +262.2% | +91.5% | +170.7% | +182.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling