+153.0%
GE vs ALLY
+193.4%
-40.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.6% | +3.7% | -5.3% | -3.1% |
| 30D | -11.6% | -2.3% | -9.3% | -10.7% |
| 3M | +3.0% | +3.8% | -0.8% | +1.3% |
| 6M | -0.5% | +9.7% | -10.2% | -4.6% |
| YTD | +9.7% | -1.4% | +11.2% | +9.8% |
| 1Y | +20.0% | +8.2% | +11.8% | +14.8% |
| 3Y | +275.8% | +66.5% | +209.4% | +182.4% |
| 5Y | +429.1% | +1.2% | +427.9% | +378.5% |
| All | +153.0% | +193.4% | -40.3% | +37.2% |
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