+4,271.9%
MU vs ALLY
+201.0%
+4,070.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.3% | +5.8% |
| 7D | -12.0% | -0.2% | -11.8% | -12.1% |
| 30D | -28.7% | +3.4% | -32.2% | -30.1% |
| 3M | -16.4% | -11.1% | -5.4% | -11.9% |
| 6M | -1.8% | -11.5% | +9.7% | +3.3% |
| YTD | +157.1% | -12.3% | +169.4% | +169.5% |
| 1Y | +208.5% | +1.1% | +207.4% | +201.2% |
| 3Y | +906.2% | +64.8% | +841.3% | +655.1% |
| 5Y | +893.4% | -6.9% | +900.3% | +853.4% |
| 10Y | +4,271.9% | +194.9% | +4,076.9% | +2,548.6% |
| All | +4,271.9% | +201.0% | +4,070.8% | +2,548.6% |
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 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