+406.7%
BNY vs ALLY
+189.7%
+217.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.3% | -3.8% | +2.5% | +0.2% |
| 30D | -0.2% | -4.9% | +4.8% | +1.8% |
| 3M | +14.9% | -2.6% | +17.5% | +15.9% |
| 6M | +40.0% | +15.7% | +24.2% | +30.9% |
| YTD | +42.0% | -5.2% | +47.1% | +43.8% |
| 1Y | +56.9% | +2.8% | +54.0% | +53.0% |
| 3Y | +289.9% | +63.4% | +226.4% | +200.4% |
| 5Y | +259.2% | -2.6% | +261.8% | +231.6% |
| All | +406.7% | +189.7% | +217.0% | +187.0% |
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 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