+226.4%
MU vs ALLY
-0.9%
+227.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | +21.6% | -2.1% | +23.8% | +22.5% |
| 30D | -16.2% | +2.0% | -18.2% | -16.9% |
| 3M | -12.4% | -13.3% | +1.0% | -7.4% |
| 6M | +4.2% | -9.9% | +14.0% | +8.5% |
| YTD | +180.0% | -13.5% | +193.5% | +207.0% |
| 1Y | +226.4% | -2.8% | +229.2% | +221.4% |
| All | +226.4% | -0.9% | +227.3% | +221.4% |
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