-39.8%
NOW vs ALLE
+15.3%
-55.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.7% |
| 7D | +0.3% | +3.6% | -3.3% | +0.8% |
| 30D | -27.0% | +25.9% | -52.8% | -24.7% |
| 3M | -19.6% | +15.8% | -35.4% | -18.5% |
| 6M | +17.5% | +48.1% | -30.6% | +28.0% |
| YTD | -33.3% | +22.0% | -55.2% | -29.1% |
| 1Y | -39.8% | +18.0% | -57.9% | -36.0% |
| All | -39.8% | +15.3% | -55.2% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling