+13.0%
DLR vs ALLY
+4.2%
+8.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.8% | -1.2% | +1.8% |
| 7D | +2.8% | +2.4% | +0.5% | +2.3% |
| 30D | +2.8% | +5.6% | -2.8% | +1.5% |
| 3M | -4.0% | -11.7% | +7.7% | -1.6% |
| 6M | -5.6% | -7.0% | +1.4% | -4.5% |
| YTD | +21.9% | -10.4% | +32.4% | +23.3% |
| 1Y | +13.0% | +2.4% | +10.6% | +13.4% |
| All | +13.0% | +4.2% | +8.8% | +13.4% |
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