+377.0%
DELL vs ALLY
+54.4%
+322.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.4% |
| 7D | -22.6% | +0.9% | -23.5% | -23.1% |
| 30D | -43.2% | +3.1% | -46.3% | -44.0% |
| 3M | -24.8% | -12.6% | -12.3% | -20.4% |
| 6M | +38.0% | -12.4% | +50.4% | +45.4% |
| YTD | +163.7% | -13.2% | +176.9% | +177.9% |
| 1Y | +122.5% | +1.8% | +120.7% | +117.5% |
| 3Y | +377.0% | +58.0% | +319.0% | +350.5% |
| All | +377.0% | +54.4% | +322.6% | +350.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling