+322.4%
NET vs ALLE
+96.3%
+226.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.3% | -3.1% |
| 7D | -16.4% | +6.7% | -23.0% | -18.0% |
| 30D | -25.8% | +25.4% | -51.2% | -31.0% |
| 3M | -11.5% | +16.9% | -28.5% | -15.9% |
| 6M | +18.9% | +46.6% | -27.6% | +3.7% |
| YTD | +35.2% | +22.4% | +12.8% | +25.7% |
| 1Y | +14.5% | +17.7% | -3.3% | +8.4% |
| All | +322.4% | +96.3% | +226.1% | +178.5% |
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