+15.1%
TEAM vs ALLY
+4.2%
+10.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -1.6% |
| 7D | -13.7% | +2.4% | -16.1% | -14.3% |
| 30D | -3.4% | +5.6% | -9.0% | -4.9% |
| 3M | +72.1% | -11.7% | +83.8% | +77.3% |
| 6M | +103.8% | -7.0% | +110.9% | +107.1% |
| YTD | +17.1% | -10.4% | +27.6% | +21.7% |
| 1Y | +15.1% | +2.4% | +12.7% | +11.9% |
| All | +15.1% | +4.2% | +10.8% | +11.9% |
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