+33.9%
DAL vs ALLY
+9.5%
+24.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +0.1% | +3.7% | -3.5% | -2.6% |
| 30D | -13.9% | -2.3% | -11.7% | -12.5% |
| 3M | +1.1% | +3.8% | -2.7% | -1.9% |
| 6M | +26.2% | +9.7% | +16.5% | +16.9% |
| YTD | +16.4% | -1.4% | +17.8% | +15.8% |
| 1Y | +33.9% | +8.2% | +25.6% | +21.0% |
| All | +33.9% | +9.5% | +24.3% | +21.0% |
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