-93.3%
OPEN vs ALLY
-9.3%
-84.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.2% | -4.9% | -4.8% |
| 7D | -24.7% | -0.7% | -24.1% | -23.4% |
| 30D | -41.0% | +1.1% | -42.1% | -40.9% |
| 3M | -62.4% | -13.2% | -49.2% | -56.0% |
| 6M | -73.9% | -13.5% | -60.4% | -69.4% |
| YTD | -77.5% | -14.3% | -63.2% | -73.9% |
| 1Y | -83.6% | -1.1% | -82.4% | -83.6% |
| 3Y | -37.0% | +62.0% | -99.0% | -63.8% |
| 5Y | -93.3% | -9.6% | -83.6% | -92.7% |
| All | -93.3% | -9.3% | -84.0% | -92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling