+76.8%
BHP vs ALLY
+5.0%
+71.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.1% | +2.6% |
| 7D | +1.3% | +1.0% | +0.2% | +0.9% |
| 30D | +4.0% | -3.3% | +7.3% | +4.7% |
| 3M | +12.3% | +0.5% | +11.8% | +11.7% |
| 6M | +30.8% | +12.6% | +18.2% | +26.1% |
| YTD | +58.8% | -4.7% | +63.5% | +59.1% |
| 1Y | +76.8% | +5.2% | +71.6% | +68.8% |
| All | +76.8% | +5.0% | +71.8% | +68.8% |
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 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