+802.8%
TEAM vs ALLY
+195.3%
+607.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | +3.7% | -4.1% | -1.7% |
| 30D | +67.3% | -2.3% | +69.6% | +68.5% |
| 3M | +86.8% | +3.8% | +82.9% | +83.9% |
| 6M | +146.8% | +9.7% | +137.1% | +136.5% |
| YTD | +16.9% | -1.4% | +18.3% | +16.5% |
| 1Y | +12.8% | +8.2% | +4.6% | +8.5% |
| 3Y | -7.3% | +66.5% | -73.8% | -23.8% |
| 5Y | -50.7% | +1.2% | -51.9% | -54.8% |
| 10Y | +529.8% | +191.4% | +338.4% | +310.9% |
| All | +802.8% | +195.3% | +607.5% | +447.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling