+9.0%
AMZN vs ALLY
+5.0%
+3.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | +0.5% |
| 7D | +0.8% | +1.0% | -0.2% | +0.4% |
| 30D | -6.4% | -3.3% | -3.1% | -5.4% |
| 3M | +4.8% | +0.5% | +4.3% | +4.4% |
| 6M | +20.5% | +12.6% | +7.9% | +14.7% |
| YTD | +11.3% | -4.7% | +16.0% | +12.0% |
| 1Y | +9.0% | +5.2% | +3.7% | +5.4% |
| All | +9.0% | +5.0% | +3.9% | +5.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling