+70.1%
SU vs ALLY
+9.5%
+60.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.3% |
| 7D | +2.9% | +3.7% | -0.8% | +3.6% |
| 30D | +7.2% | -2.3% | +9.4% | +6.7% |
| 3M | +2.8% | +3.8% | -1.0% | +3.5% |
| 6M | +18.2% | +9.7% | +8.5% | +19.2% |
| YTD | +54.0% | -1.4% | +55.4% | +56.1% |
| 1Y | +70.1% | +8.2% | +61.9% | +70.9% |
| All | +70.1% | +9.5% | +60.6% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling