+680.9%
TLN vs ALLE
+88.2%
+592.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.8% | +4.5% | +6.9% |
| 7D | +9.1% | -0.6% | +9.7% | +9.1% |
| 30D | -4.1% | +26.6% | -30.7% | -7.2% |
| 3M | +4.4% | +13.2% | -8.7% | +2.9% |
| 6M | -6.0% | +42.9% | -48.9% | -11.2% |
| YTD | -3.1% | +21.0% | -24.2% | -6.8% |
| 1Y | -6.1% | +15.2% | -21.2% | -8.9% |
| 3Y | +575.3% | +95.6% | +479.7% | +501.1% |
| All | +680.9% | +88.2% | +592.8% | +602.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling