+319.1%
DELL vs ALLY
+9.5%
+309.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | +3.7% | +11.2% | +13.8% |
| 30D | +13.3% | -2.3% | +15.5% | +13.7% |
| 3M | +24.4% | +3.8% | +20.6% | +23.0% |
| 6M | +258.0% | +9.7% | +248.3% | +252.4% |
| YTD | +320.2% | -1.4% | +321.6% | +321.7% |
| 1Y | +319.1% | +8.2% | +310.8% | +311.1% |
| All | +319.1% | +9.5% | +309.6% | +311.1% |
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