+748.4%
ASX vs ALLY
+189.4%
+559.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +7.0% |
| 7D | -19.9% | +0.9% | -20.8% | -20.2% |
| 30D | -30.9% | +3.1% | -34.0% | -31.6% |
| 3M | -15.1% | -12.6% | -2.5% | -11.3% |
| 6M | -6.5% | -12.4% | +6.0% | -2.5% |
| YTD | +98.4% | -13.2% | +111.6% | +106.5% |
| 1Y | +107.9% | +1.8% | +106.0% | +104.4% |
| 3Y | +325.3% | +58.0% | +267.3% | +250.0% |
| 5Y | +447.3% | -8.4% | +455.7% | +424.2% |
| All | +748.4% | +189.4% | +559.0% | +532.8% |
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