-16.8%
OPEN vs ALLY
+63.1%
-79.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | -4.3% | +3.7% | -7.9% | -7.4% |
| 30D | -16.2% | -2.3% | -14.0% | -14.3% |
| 3M | -36.4% | +3.8% | -40.2% | -38.5% |
| 6M | -35.5% | +9.7% | -45.2% | -41.7% |
| YTD | -46.0% | -1.4% | -44.6% | -45.9% |
| 1Y | -47.1% | +8.2% | -55.4% | -51.2% |
| All | -16.8% | +63.1% | -79.9% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling