+260.6%
SPOT vs ALLY
+54.4%
+206.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | +1.6% | +0.9% | +0.7% | +1.5% |
| 30D | +17.6% | +3.1% | +14.5% | +17.0% |
| 3M | +26.9% | -12.6% | +39.5% | +29.4% |
| 6M | +41.8% | -12.4% | +54.2% | +44.3% |
| YTD | +3.8% | -13.2% | +17.0% | +5.6% |
| 1Y | -2.5% | +1.8% | -4.3% | -3.4% |
| 3Y | +260.6% | +58.0% | +202.6% | +261.8% |
| All | +260.6% | +54.4% | +206.2% | +261.8% |
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 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