+75.0%
GRMN vs ALLY
-1.1%
+76.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -1.4% | -1.9% | +0.5% | -0.8% |
| 30D | -13.1% | -4.5% | -8.6% | -11.8% |
| 3M | +14.9% | -2.8% | +17.8% | +15.7% |
| 6M | +13.1% | +10.3% | +2.8% | +8.8% |
| YTD | +35.3% | -5.7% | +41.0% | +36.9% |
| 1Y | +16.0% | +3.9% | +12.1% | +13.3% |
| 3Y | +179.6% | +64.7% | +114.9% | +132.6% |
| 5Y | +75.0% | -2.6% | +77.6% | +65.8% |
| All | +75.0% | -1.1% | +76.1% | +65.8% |
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