+34.8%
CHD vs ALLY
-1.0%
+35.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +3.4% | +0.4% | +3.0% | +3.3% |
| 30D | +10.1% | +5.2% | +4.9% | +9.5% |
| 3M | +11.9% | -13.3% | +25.2% | +13.6% |
| 6M | +19.6% | -6.7% | +26.2% | +20.9% |
| YTD | +36.0% | -12.8% | +48.9% | +37.9% |
| 1Y | +34.8% | +0.7% | +34.1% | +35.0% |
| All | +34.8% | -1.0% | +35.8% | +35.0% |
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 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