+189.2%
TECH vs ALLE
+208.6%
-19.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.2% | +1.6% | -1.3% | -0.5% |
| 30D | +0.5% | +24.1% | -23.6% | -10.0% |
| 3M | +1.0% | +14.8% | -13.9% | -6.3% |
| 6M | +54.1% | +45.9% | +8.2% | +26.4% |
| YTD | +24.4% | +20.7% | +3.6% | +11.3% |
| 1Y | +19.3% | +14.2% | +5.1% | +9.8% |
| 3Y | +28.5% | +90.7% | -62.2% | -7.2% |
| 5Y | -41.0% | +50.6% | -91.5% | -53.8% |
| All | +189.2% | +208.6% | -19.4% | +65.9% |
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