+31.4%
HAS vs ALLE
+43.7%
-12.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.7% |
| 7D | +2.4% | +6.7% | -4.2% | +1.2% |
| 30D | +31.6% | +25.4% | +6.2% | +26.3% |
| 3M | +33.9% | +16.9% | +16.9% | +29.2% |
| 6M | +31.4% | +46.6% | -15.1% | +24.0% |
| All | +31.4% | +43.7% | -12.3% | +24.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling