+29.2%
ABNB vs ALLY
+35.5%
-6.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.5% | -0.7% |
| 7D | +11.9% | -0.7% | +12.6% | +12.3% |
| 30D | +12.7% | +1.1% | +11.5% | +12.0% |
| 3M | +1.2% | -13.2% | +14.4% | +8.2% |
| 6M | +32.1% | -13.5% | +45.6% | +40.9% |
| YTD | +37.7% | -14.3% | +52.0% | +47.0% |
| 1Y | +55.5% | -1.1% | +56.6% | +54.6% |
| 3Y | +58.2% | +62.0% | -3.8% | +19.0% |
| 5Y | -2.8% | -9.6% | +6.9% | -5.4% |
| All | +29.2% | +35.5% | -6.3% | +34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling