+506.3%
NOW vs ALLY
+182.8%
+323.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.8% | -2.4% |
| 7D | -8.7% | -0.7% | -8.1% | -8.6% |
| 30D | -29.3% | +1.1% | -30.4% | -29.7% |
| 3M | -21.8% | -13.2% | -8.7% | -18.6% |
| 6M | +9.2% | -13.5% | +22.7% | +13.4% |
| YTD | -35.0% | -14.3% | -20.7% | -32.6% |
| 1Y | -42.5% | -1.1% | -41.4% | -43.1% |
| 3Y | -21.5% | +62.0% | -83.5% | -35.1% |
| 5Y | -25.8% | -9.6% | -16.1% | -29.4% |
| 10Y | +506.3% | +176.0% | +330.4% | +297.2% |
| All | +506.3% | +182.8% | +323.5% | +297.2% |
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