+2,954.5%
DELL vs ALLY
+158.3%
+2,796.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.6% |
| 7D | -18.1% | -0.7% | -17.5% | -18.0% |
| 30D | -42.9% | +1.1% | -44.0% | -43.2% |
| 3M | -26.9% | -13.2% | -13.7% | -22.8% |
| 6M | +28.8% | -13.5% | +42.2% | +35.5% |
| YTD | +168.4% | -14.3% | +182.7% | +182.1% |
| 1Y | +136.8% | -1.1% | +138.0% | +135.5% |
| 3Y | +375.3% | +62.0% | +313.3% | +285.3% |
| 5Y | +551.0% | -9.6% | +560.7% | +528.8% |
| 10Y | +2,566.3% | +176.0% | +2,390.4% | +1,599.7% |
| All | +2,954.5% | +158.3% | +2,796.1% | +1,912.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling