+77.6%
V vs ALLE
+90.7%
-13.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.6% |
| 7D | +2.9% | 0.0% | +2.9% | +3.0% |
| 30D | +14.0% | +20.6% | -6.6% | +9.8% |
| 3M | +14.9% | +11.4% | +3.5% | +12.3% |
| 6M | +31.7% | +42.5% | -10.8% | +22.3% |
| YTD | +21.2% | +18.9% | +2.3% | +16.2% |
| 1Y | +25.3% | +14.2% | +11.1% | +21.3% |
| All | +77.6% | +90.7% | -13.1% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling