+87.0%
AMZN vs ALLY
+65.3%
+21.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | +2.8% | +0.4% | +2.5% | +2.7% |
| 30D | +5.0% | +5.2% | -0.3% | +3.1% |
| 3M | +0.6% | -13.3% | +13.9% | +5.1% |
| 6M | -1.3% | -6.7% | +5.4% | +0.6% |
| YTD | +15.5% | -12.8% | +28.4% | +19.7% |
| 1Y | +12.2% | +0.7% | +11.6% | +10.9% |
| 3Y | +87.0% | +65.2% | +21.8% | +68.7% |
| All | +87.0% | +65.3% | +21.7% | +68.7% |
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