+37.3%
BMY vs ALLY
+0.5%
+36.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | +5.1% | +3.4% | +1.7% | +4.4% |
| 3M | -3.0% | -11.1% | +8.1% | -1.1% |
| 6M | +13.1% | -11.5% | +24.5% | +15.0% |
| YTD | +20.3% | -12.3% | +32.7% | +22.6% |
| All | +37.3% | +0.5% | +36.8% | +32.2% |
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