+203.9%
INTC vs ALLY
+98.1%
+105.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.7% | +9.4% | +8.3% |
| 7D | -14.4% | +0.9% | -15.3% | -14.9% |
| 30D | -50.2% | +3.1% | -53.3% | -50.7% |
| 3M | -43.6% | -12.6% | -31.0% | -40.9% |
| 6M | -50.2% | -12.4% | -37.8% | -47.9% |
| YTD | +52.5% | -13.2% | +65.7% | +59.0% |
| 1Y | +51.1% | +1.8% | +49.3% | +48.5% |
| 3Y | +50.3% | +58.0% | -7.7% | +24.9% |
| 5Y | +19.2% | -8.4% | +27.6% | +14.7% |
| 10Y | +105.1% | +195.3% | -90.1% | +30.2% |
| All | +203.9% | +98.1% | +105.9% | +108.4% |
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