+8.9%
GE vs ALLY
-1.7%
+10.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.6% |
| 6M | +14.0% | -13.5% | +27.5% | +20.9% |
| YTD | +10.2% | -14.3% | +24.5% | +16.7% |
| 1Y | +8.9% | -1.1% | +10.1% | +8.4% |
| All | +8.9% | -1.7% | +10.6% | +8.4% |
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