+387.2%
BE vs ALLE
+49.9%
+337.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.8% | -9.8% | -10.9% |
| 7D | -14.7% | -0.6% | -14.2% | -14.4% |
| 30D | -40.5% | +25.3% | -65.9% | -50.5% |
| 3M | -24.3% | +10.3% | -34.6% | -30.6% |
| 6M | -39.3% | +38.0% | -77.4% | -54.3% |
| YTD | +99.4% | +17.8% | +81.6% | +67.6% |
| 1Y | +26.6% | +13.6% | +13.0% | +9.8% |
| 3Y | +1,616.9% | +89.2% | +1,527.7% | +793.1% |
| All | +387.2% | +49.9% | +337.3% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling