+62.1%
DAL vs ALLY
+4.2%
+57.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.8% | +3.4% | +4.1% |
| 7D | +11.1% | +2.4% | +8.7% | +9.0% |
| 30D | +7.7% | +5.6% | +2.2% | +3.1% |
| 3M | -3.5% | -11.7% | +8.2% | +6.5% |
| 6M | +31.3% | -7.0% | +38.4% | +38.4% |
| YTD | +30.0% | -10.4% | +40.4% | +40.3% |
| 1Y | +62.1% | +2.4% | +59.7% | +55.0% |
| All | +62.1% | +4.2% | +57.8% | +55.0% |
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