+93.9%
INTC vs ALLY
+1.6%
+92.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +7.1% | +3.7% | +3.4% | +5.5% |
| 30D | -5.2% | -2.3% | -2.9% | -4.3% |
| 3M | -14.3% | +3.8% | -18.1% | -15.7% |
| 6M | +110.2% | +9.7% | +100.5% | +100.8% |
| YTD | +159.6% | -1.4% | +161.0% | +158.5% |
| 1Y | +289.3% | +8.2% | +281.0% | +270.3% |
| 3Y | +166.1% | +66.5% | +99.6% | +109.3% |
| All | +93.9% | +1.6% | +92.3% | +80.8% |
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