+145.3%
DELL vs ALLE
+15.5%
+129.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +5.1% |
| 7D | -11.8% | -0.6% | -11.2% | -11.7% |
| 30D | -40.8% | +26.6% | -67.4% | -42.7% |
| 3M | -23.6% | +13.2% | -36.8% | -24.4% |
| 6M | +33.4% | +42.9% | -9.5% | +24.5% |
| YTD | +178.0% | +21.0% | +157.0% | +177.9% |
| All | +145.3% | +15.5% | +129.8% | +152.7% |
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