+249.0%
HON vs ALLY
+99.9%
+149.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.1% | +3.8% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +10.2% | +3.4% | +6.8% | +9.0% |
| 3M | -6.7% | -11.1% | +4.3% | -3.3% |
| 6M | +3.3% | -11.5% | +14.8% | +7.1% |
| YTD | +13.4% | -12.3% | +25.8% | +17.4% |
| 1Y | +14.7% | +1.1% | +13.6% | +13.2% |
| 3Y | +33.4% | +64.8% | -31.4% | +7.4% |
| 5Y | +12.7% | -6.9% | +19.6% | +5.9% |
| 10Y | +164.1% | +194.9% | -30.8% | +50.3% |
| All | +249.0% | +99.9% | +149.0% | +116.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling