+808.8%
NOW vs ALLY
+191.1%
+617.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | -2.4% | +3.7% | -6.1% | -3.4% |
| 30D | +20.5% | -2.3% | +22.8% | +21.3% |
| 3M | +18.3% | +3.8% | +14.5% | +16.6% |
| 6M | +24.1% | +9.7% | +14.4% | +19.7% |
| YTD | -7.8% | -1.4% | -6.4% | -8.2% |
| 1Y | -21.4% | +8.2% | -29.6% | -24.2% |
| 3Y | +19.5% | +66.5% | -46.9% | -2.0% |
| 5Y | +4.1% | +1.2% | +2.9% | -4.5% |
| All | +808.8% | +191.1% | +617.6% | +529.8% |
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