+215.0%
HAS vs ALLE
+92.8%
+122.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +1.0% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +30.5% | +25.9% | +4.6% | +15.4% |
| 3M | +29.9% | +14.9% | +15.0% | +20.4% |
| 6M | +26.5% | +42.1% | -15.6% | +3.2% |
| YTD | +51.9% | +20.4% | +31.6% | +35.6% |
| 1Y | +60.9% | +14.9% | +46.1% | +48.3% |
| 3Y | +215.0% | +90.1% | +124.9% | +104.3% |
| All | +215.0% | +92.8% | +122.2% | +104.3% |
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 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