+258.9%
BNY vs ALLY
-3.5%
+262.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +0.3% | -1.9% | +2.2% | +1.0% |
| 30D | +1.9% | -4.5% | +6.4% | +3.6% |
| 3M | +13.9% | -2.8% | +16.7% | +14.9% |
| 6M | +42.3% | +10.3% | +32.0% | +36.2% |
| YTD | +41.8% | -5.7% | +47.5% | +43.8% |
| 1Y | +57.9% | +3.9% | +54.0% | +53.8% |
| 3Y | +290.7% | +64.7% | +226.0% | +205.7% |
| All | +258.9% | -3.5% | +262.4% | +246.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling