+985.8%
ASX vs ALLY
+174.3%
+811.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.3% |
| 7D | +12.4% | +0.4% | +12.0% | +12.3% |
| 30D | -19.8% | +5.2% | -25.0% | -21.2% |
| 3M | -10.3% | -13.3% | +3.0% | -6.0% |
| 6M | +1.2% | -6.7% | +7.9% | +3.4% |
| YTD | +123.0% | -12.8% | +135.9% | +131.9% |
| 1Y | +145.4% | +0.7% | +144.8% | +142.3% |
| 3Y | +368.6% | +65.2% | +303.4% | +278.9% |
| 5Y | +486.0% | -10.1% | +496.2% | +464.6% |
| All | +985.8% | +174.3% | +811.5% | +637.4% |
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 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