+66.5%
SU vs ALLY
+5.1%
+61.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | 0.0% |
| 7D | +1.7% | -3.3% | +4.9% | +1.1% |
| 30D | +9.6% | -4.1% | +13.7% | +8.8% |
| 3M | +11.7% | +1.4% | +10.3% | +11.8% |
| 6M | +21.9% | +14.4% | +7.5% | +21.7% |
| YTD | +58.6% | -4.9% | +63.6% | +59.8% |
| 1Y | +66.5% | +5.5% | +61.0% | +66.3% |
| All | +66.5% | +5.1% | +61.4% | +66.3% |
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