+390.5%
GE vs ALLY
-9.5%
+400.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.2% |
| 7D | +7.1% | +0.9% | +6.2% | +6.8% |
| 30D | +6.5% | +3.1% | +3.4% | +5.5% |
| 3M | -13.6% | -12.6% | -1.0% | -10.0% |
| 6M | +6.0% | -12.4% | +18.4% | +10.2% |
| YTD | +5.4% | -13.2% | +18.5% | +9.6% |
| 1Y | +6.5% | +1.8% | +4.6% | +5.6% |
| 3Y | +268.6% | +58.0% | +210.6% | +213.1% |
| All | +390.5% | -9.5% | +400.0% | +419.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling