+4,062.5%
DELL vs ALLY
+178.4%
+3,884.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +3.1% |
| 7D | +25.6% | +1.0% | +24.6% | +25.2% |
| 30D | +17.7% | -3.3% | +20.9% | +19.4% |
| 3M | +33.4% | +0.5% | +33.0% | +33.1% |
| 6M | +266.2% | +12.6% | +253.6% | +248.9% |
| YTD | +328.0% | -4.7% | +332.7% | +332.7% |
| 1Y | +339.6% | +5.2% | +334.3% | +325.5% |
| 3Y | +694.6% | +66.5% | +628.1% | +535.0% |
| 5Y | +1,122.0% | +0.2% | +1,121.7% | +1,032.7% |
| 10Y | +4,062.5% | +180.8% | +3,881.7% | +2,555.0% |
| All | +4,062.5% | +178.4% | +3,884.1% | +2,555.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling