+643.8%
AMZN vs ALLY
+172.1%
+471.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.8% | -2.1% | +4.9% | +3.3% |
| 30D | +3.4% | +2.0% | +1.4% | +2.8% |
| 3M | +0.1% | -13.3% | +13.4% | +3.8% |
| 6M | +0.6% | -9.9% | +10.5% | +3.1% |
| YTD | +15.9% | -13.5% | +29.4% | +19.7% |
| 1Y | +9.5% | -2.8% | +12.3% | +9.6% |
| 3Y | +86.3% | +63.4% | +22.9% | +60.2% |
| 5Y | +51.7% | -10.9% | +62.6% | +45.2% |
| All | +643.8% | +172.1% | +471.8% | +501.8% |
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