+57.3%
LLY vs ALLY
+4.2%
+53.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.2% | +0.3% |
| 7D | +10.1% | +2.4% | +7.7% | +9.8% |
| 30D | +24.0% | +5.6% | +18.5% | +23.5% |
| 3M | +27.3% | -11.7% | +39.0% | +28.1% |
| 6M | +47.0% | -7.0% | +54.0% | +47.2% |
| YTD | +32.6% | -10.4% | +43.0% | +34.8% |
| 1Y | +57.3% | +2.4% | +55.0% | +55.2% |
| All | +57.3% | +4.2% | +53.1% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling