-99.5%
SPXU vs ALLY
+190.4%
-289.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +2.5% |
| 7D | +6.4% | -3.3% | +9.6% | +3.4% |
| 30D | +5.9% | -4.1% | +10.0% | +2.6% |
| 3M | -11.7% | +1.4% | -13.1% | -9.6% |
| 6M | -28.7% | +14.4% | -43.1% | -17.6% |
| YTD | -26.4% | -4.9% | -21.4% | -26.7% |
| 1Y | -35.2% | +5.5% | -40.8% | -28.2% |
| 3Y | -79.8% | +66.0% | -145.8% | -59.8% |
| 5Y | -86.1% | -2.4% | -83.7% | -76.2% |
| All | -99.5% | +190.4% | -289.9% | -96.4% |
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 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