+388.0%
DELL vs ALLE
+94.0%
+294.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.0% | -8.2% | -7.4% |
| 7D | +4.9% | +3.6% | +1.3% | +3.9% |
| 30D | -32.1% | +25.9% | -58.0% | -36.5% |
| 3M | -30.2% | +15.8% | -46.0% | -33.1% |
| 6M | +41.7% | +48.1% | -6.4% | +23.9% |
| YTD | +176.6% | +22.0% | +154.6% | +161.2% |
| 1Y | +159.9% | +18.0% | +141.9% | +148.6% |
| 3Y | +388.0% | +93.1% | +294.9% | +312.0% |
| All | +388.0% | +94.0% | +294.0% | +312.0% |
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