+95.3%
AAPL vs ALLY
+65.3%
+29.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +4.1% | +0.4% | +3.8% | +4.0% |
| 30D | +4.0% | +5.2% | -1.3% | +2.5% |
| 3M | +16.8% | -13.3% | +30.1% | +21.3% |
| 6M | +19.4% | -6.7% | +26.1% | +21.0% |
| YTD | +31.5% | -12.8% | +44.3% | +35.4% |
| 1Y | +31.0% | +0.7% | +30.3% | +29.0% |
| 3Y | +95.3% | +65.2% | +30.1% | +74.0% |
| All | +95.3% | +65.3% | +29.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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