+4,277.4%
MU vs ALLY
+182.8%
+4,094.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | 0.0% |
| 7D | -15.2% | -0.7% | -14.5% | -15.0% |
| 30D | -29.5% | +1.1% | -30.7% | -30.1% |
| 3M | -15.8% | -13.2% | -2.6% | -10.1% |
| 6M | -2.9% | -13.5% | +10.6% | +3.4% |
| YTD | +154.2% | -14.3% | +168.5% | +169.5% |
| 1Y | +186.6% | -1.1% | +187.7% | +182.9% |
| 3Y | +871.5% | +62.0% | +809.5% | +634.7% |
| 5Y | +911.7% | -9.6% | +921.3% | +885.6% |
| 10Y | +4,277.4% | +176.0% | +4,101.4% | +2,484.6% |
| All | +4,277.4% | +182.8% | +4,094.5% | +2,484.6% |
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