+253.8%
INTC vs ALLY
+178.4%
+75.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.3% | +12.4% | +10.3% |
| 7D | +17.4% | +1.0% | +16.4% | +16.8% |
| 30D | +2.8% | -3.3% | +6.1% | +3.9% |
| 3M | -5.3% | +0.5% | -5.7% | -5.5% |
| 6M | +140.6% | +12.6% | +128.0% | +128.6% |
| YTD | +183.1% | -4.7% | +187.8% | +185.4% |
| 1Y | +326.8% | +5.2% | +321.5% | +312.4% |
| 3Y | +179.4% | +66.5% | +113.0% | +125.8% |
| 5Y | +111.7% | +0.2% | +111.5% | +96.7% |
| 10Y | +253.8% | +180.8% | +73.1% | +149.6% |
| All | +253.8% | +178.4% | +75.4% | +149.6% |
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