+737.9%
BE vs ALLY
+77.6%
+660.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.6% | +11.4% | +12.0% |
| 7D | +4.5% | -2.8% | +7.3% | +6.7% |
| 30D | -20.1% | +1.9% | -22.0% | -21.1% |
| 3M | -0.8% | -12.1% | +11.3% | +7.2% |
| 6M | -26.2% | -9.0% | -17.2% | -21.9% |
| YTD | +141.1% | -12.9% | +154.0% | +159.6% |
| 1Y | +64.8% | -0.1% | +64.9% | +63.2% |
| 3Y | +1,887.4% | +64.6% | +1,822.8% | +1,279.9% |
| 5Y | +518.1% | -10.1% | +528.2% | +510.2% |
| All | +737.9% | +77.6% | +660.2% | +272.8% |
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