+157.4%
GE vs ALLY
+182.8%
-25.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.7% |
| 7D | +5.4% | -0.7% | +6.0% | +5.7% |
| 30D | +9.6% | +1.1% | +8.5% | +9.1% |
| 3M | -7.7% | -13.2% | +5.5% | -2.1% |
| 6M | +14.0% | -13.5% | +27.5% | +21.0% |
| YTD | +10.2% | -14.3% | +24.5% | +16.9% |
| 1Y | +8.9% | -1.1% | +10.1% | +8.5% |
| 3Y | +273.7% | +62.0% | +211.6% | +184.2% |
| 5Y | +410.2% | -9.6% | +419.9% | +384.4% |
| 10Y | +157.4% | +176.0% | -18.5% | +48.0% |
| All | +157.4% | +182.8% | -25.4% | +48.0% |
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