+58.1%
INTC vs ALLE
+94.0%
-35.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.8% |
| 7D | +6.0% | +3.6% | +2.5% | +4.9% |
| 30D | -39.2% | +25.9% | -65.1% | -44.0% |
| 3M | -42.9% | +15.8% | -58.7% | -45.7% |
| 6M | -50.4% | +48.1% | -98.5% | -58.0% |
| YTD | +61.7% | +22.0% | +39.7% | +48.4% |
| 1Y | +66.1% | +18.0% | +48.1% | +55.5% |
| 3Y | +58.1% | +93.1% | -34.9% | +16.8% |
| All | +58.1% | +94.0% | -35.8% | +16.8% |
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