+1,007.5%
ASX vs ALLY
+182.4%
+825.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +5.0% | +6.0% |
| 7D | +0.8% | -2.8% | +3.6% | +1.9% |
| 30D | -20.4% | +1.9% | -22.3% | -20.9% |
| 3M | -2.1% | -12.1% | +10.0% | +2.1% |
| 6M | +8.2% | -9.0% | +17.2% | +11.5% |
| YTD | +137.3% | -12.9% | +150.2% | +146.7% |
| 1Y | +155.0% | -0.1% | +155.1% | +152.5% |
| 3Y | +397.9% | +64.6% | +333.3% | +303.5% |
| 5Y | +529.2% | -10.1% | +539.3% | +506.2% |
| 10Y | +1,007.5% | +176.7% | +830.8% | +690.1% |
| All | +1,007.5% | +182.4% | +825.1% | +690.1% |
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