+65.2%
HAS vs ALLE
+18.6%
+46.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.6% |
| 7D | +2.4% | +6.7% | -4.2% | +0.6% |
| 30D | +31.6% | +25.4% | +6.2% | +23.4% |
| 3M | +33.9% | +16.9% | +16.9% | +27.7% |
| 6M | +31.4% | +46.6% | -15.1% | +17.9% |
| YTD | +51.6% | +22.4% | +29.2% | +39.3% |
| 1Y | +65.2% | +17.7% | +47.4% | +55.9% |
| All | +65.2% | +18.6% | +46.6% | +55.9% |
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