+87.6%
BB vs ALLY
+4.2%
+83.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.8% | +3.2% | +5.1% |
| 7D | -6.8% | +2.4% | -9.2% | -7.8% |
| 30D | -3.5% | +5.6% | -9.1% | -5.9% |
| 3M | -1.2% | -11.7% | +10.5% | +4.4% |
| 6M | +57.0% | -7.0% | +64.0% | +62.6% |
| YTD | +131.1% | -10.4% | +141.6% | +138.2% |
| 1Y | +87.6% | +2.4% | +85.2% | +86.0% |
| All | +87.6% | +4.2% | +83.3% | +86.0% |
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