+802.8%
TEAM vs ALLE
+172.6%
+630.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.1% |
| 7D | -0.4% | -0.2% | -0.2% | -0.4% |
| 30D | +67.3% | -6.8% | +74.1% | +73.0% |
| 3M | +86.8% | +21.0% | +65.7% | +68.4% |
| 6M | +146.8% | +1.1% | +145.7% | +140.8% |
| YTD | +16.9% | -0.5% | +17.5% | +14.1% |
| 1Y | +12.8% | -7.3% | +20.0% | +14.1% |
| 3Y | -7.3% | +42.3% | -49.5% | -27.3% |
| 5Y | -50.7% | +13.5% | -64.2% | -57.6% |
| 10Y | +529.8% | +144.0% | +385.8% | +231.7% |
| All | +802.8% | +172.6% | +630.1% | +324.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling