+7.1%
SYY vs ALLY
-1.7%
+8.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | -0.7% |
| 7D | +4.7% | -0.7% | +5.4% | +4.8% |
| 30D | -0.7% | +1.1% | -1.8% | -0.7% |
| 3M | -6.8% | -13.2% | +6.4% | -5.6% |
| 6M | +8.6% | -13.5% | +22.1% | +10.1% |
| YTD | +8.4% | -14.3% | +22.7% | +8.9% |
| 1Y | +7.1% | -1.1% | +8.3% | +6.9% |
| All | +7.1% | -1.7% | +8.8% | +6.9% |
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