+325.9%
EAT vs ALLE
+212.2%
+113.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +2.3% |
| 7D | -8.9% | -0.8% | -8.1% | -8.4% |
| 30D | +3.4% | +27.4% | -24.0% | -12.3% |
| 3M | -9.3% | +13.8% | -23.2% | -17.4% |
| 6M | +43.8% | +45.5% | -1.7% | +9.8% |
| YTD | +39.9% | +21.4% | +18.5% | +19.4% |
| 1Y | +89.7% | +15.4% | +74.3% | +67.7% |
| 3Y | +491.3% | +91.7% | +399.5% | +243.8% |
| 5Y | +365.4% | +54.5% | +310.9% | +211.2% |
| 10Y | +325.9% | +210.5% | +115.3% | +121.3% |
| All | +325.9% | +212.2% | +113.7% | +121.3% |
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