-89.0%
OPEN vs ALLY
+138.3%
-227.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.5% | -4.3% |
| 7D | -15.0% | +0.4% | -15.4% | -15.1% |
| 30D | -40.2% | +5.2% | -45.4% | -42.1% |
| 3M | -67.4% | -13.3% | -54.1% | -62.8% |
| 6M | -74.0% | -6.7% | -67.4% | -72.2% |
| YTD | -79.6% | -12.8% | -66.8% | -77.1% |
| 1Y | -86.1% | +0.7% | -86.8% | -86.3% |
| 3Y | -41.4% | +65.2% | -106.6% | -60.9% |
| 5Y | -94.9% | -10.1% | -84.7% | -95.1% |
| All | -89.0% | +138.3% | -227.3% | -90.5% |
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