+39.3%
BE vs ALLE
+15.5%
+23.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +11.6% |
| 7D | -1.2% | -0.6% | -0.6% | -1.1% |
| 30D | -30.9% | +26.6% | -57.5% | -32.8% |
| 3M | -11.6% | +13.2% | -24.8% | -12.0% |
| 6M | -25.7% | +42.9% | -68.6% | -30.9% |
| YTD | +123.1% | +21.0% | +102.1% | +95.1% |
| All | +39.3% | +15.5% | +23.8% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling