+499.2%
NOW vs ALLY
+189.4%
+309.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.1% |
| 7D | -3.0% | +0.9% | -3.9% | -3.3% |
| 30D | -26.0% | +3.1% | -29.1% | -26.9% |
| 3M | -13.1% | -12.6% | -0.5% | -9.8% |
| 6M | +14.5% | -12.4% | +26.9% | +18.4% |
| YTD | -33.4% | -13.2% | -20.3% | -31.3% |
| 1Y | -40.6% | +1.8% | -42.5% | -41.7% |
| 3Y | -16.3% | +58.0% | -74.3% | -30.2% |
| 5Y | -26.3% | -8.4% | -17.9% | -30.2% |
| All | +499.2% | +189.4% | +309.8% | +321.6% |
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