+443.6%
TEAM vs ALLE
+211.7%
+232.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -2.0% |
| 7D | -2.4% | +3.6% | -6.0% | -3.9% |
| 30D | -26.7% | +25.9% | -52.6% | -34.4% |
| 3M | -9.6% | +15.8% | -25.4% | -16.0% |
| 6M | +86.0% | +48.1% | +38.0% | +52.2% |
| YTD | -7.5% | +22.0% | -29.5% | -18.1% |
| 1Y | -1.4% | +18.0% | -19.4% | -11.3% |
| 3Y | -14.3% | +93.1% | -107.4% | -41.8% |
| 5Y | -66.3% | +52.1% | -118.4% | -74.6% |
| All | +443.6% | +211.7% | +232.0% | +181.3% |
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