+58.1%
INTC vs ALLY
+65.3%
-7.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.9% |
| 7D | +6.0% | +0.4% | +5.6% | +5.9% |
| 30D | -39.2% | +5.2% | -44.4% | -40.3% |
| 3M | -42.9% | -13.3% | -29.6% | -39.3% |
| 6M | -50.4% | -6.7% | -43.7% | -49.0% |
| YTD | +61.7% | -12.8% | +74.5% | +69.7% |
| 1Y | +66.1% | +0.7% | +65.5% | +62.1% |
| 3Y | +58.1% | +65.2% | -7.1% | +40.9% |
| All | +58.1% | +65.3% | -7.2% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling