+146.5%
ASX vs ALLY
+4.2%
+142.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.8% | -7.7% | -5.0% |
| 7D | -14.6% | +2.4% | -17.0% | -15.0% |
| 30D | -21.1% | +5.6% | -26.6% | -22.2% |
| 3M | -3.1% | -11.7% | +8.6% | +0.7% |
| 6M | +17.4% | -7.0% | +24.4% | +19.9% |
| YTD | +135.3% | -10.4% | +145.8% | +140.4% |
| 1Y | +146.5% | +2.4% | +144.1% | +135.3% |
| All | +146.5% | +4.2% | +142.3% | +135.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling