+499.2%
NOW vs ALLE
+222.4%
+276.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | +0.1% |
| 7D | -3.0% | -0.6% | -2.4% | -2.7% |
| 30D | -26.0% | +25.3% | -51.4% | -34.6% |
| 3M | -13.1% | +10.3% | -23.4% | -18.2% |
| 6M | +14.5% | +38.0% | -23.5% | -5.0% |
| YTD | -33.4% | +17.8% | -51.2% | -41.0% |
| 1Y | -40.6% | +13.6% | -54.2% | -46.4% |
| 3Y | -16.3% | +89.2% | -105.5% | -45.6% |
| 5Y | -26.3% | +51.1% | -77.4% | -46.0% |
| All | +499.2% | +222.4% | +276.7% | +177.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling