-87.9%
OPEN vs ALLY
+134.3%
-222.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.2% | -4.9% | -5.2% |
| 7D | -24.7% | -0.7% | -24.1% | -23.6% |
| 30D | -41.0% | +1.1% | -42.1% | -40.9% |
| 3M | -62.4% | -13.2% | -49.2% | -57.1% |
| 6M | -73.9% | -13.5% | -60.4% | -70.2% |
| YTD | -77.5% | -14.3% | -63.2% | -74.5% |
| 1Y | -83.6% | -1.1% | -82.4% | -83.5% |
| 3Y | -37.0% | +62.0% | -99.0% | -57.3% |
| 5Y | -93.3% | -9.6% | -83.6% | -93.5% |
| All | -87.9% | +134.3% | -222.2% | -89.3% |
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