+4,062.5%
DELL vs ALLE
+148.2%
+3,914.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +2.2% |
| 7D | +25.6% | +2.8% | +22.8% | +24.1% |
| 30D | +17.7% | -7.6% | +25.3% | +22.2% |
| 3M | +33.4% | +22.8% | +10.7% | +19.0% |
| 6M | +266.2% | +4.6% | +261.6% | +254.2% |
| YTD | +328.0% | -1.2% | +329.2% | +324.7% |
| 1Y | +339.6% | -9.1% | +348.7% | +354.6% |
| 3Y | +694.6% | +50.0% | +644.6% | +518.8% |
| 5Y | +1,122.0% | +15.2% | +1,106.7% | +969.9% |
| 10Y | +4,062.5% | +151.1% | +3,911.4% | +2,488.5% |
| All | +4,062.5% | +148.2% | +3,914.2% | +2,488.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling