+47.0%
LLY vs ALLY
+0.5%
+46.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.3% | +4.2% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +19.7% | +3.4% | +16.3% | +19.4% |
| 3M | +19.3% | -11.1% | +30.3% | +20.2% |
| 6M | +49.3% | -11.5% | +60.8% | +50.5% |
| YTD | +32.0% | -12.3% | +44.3% | +34.9% |
| All | +47.0% | +0.5% | +46.5% | +42.6% |
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