+2,024.1%
LLY vs ALLY
+182.8%
+1,841.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.7% | +1.7% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +21.5% | +1.1% | +20.3% | +21.3% |
| 3M | +16.4% | -13.2% | +29.6% | +18.2% |
| 6M | +51.5% | -13.5% | +65.0% | +53.6% |
| YTD | +33.9% | -14.3% | +48.2% | +35.7% |
| 1Y | +49.1% | -1.1% | +50.3% | +48.6% |
| 3Y | +144.6% | +62.0% | +82.6% | +128.7% |
| 5Y | +466.3% | -9.6% | +476.0% | +457.7% |
| 10Y | +2,024.1% | +176.0% | +1,848.2% | +1,773.2% |
| All | +2,024.1% | +182.8% | +1,841.3% | +1,773.2% |
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 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