-4.8%
TECH vs ALLY
+63.1%
-67.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | +0.1% | +3.7% | -3.6% | -1.6% |
| 30D | +0.7% | -2.3% | +3.0% | +1.7% |
| 3M | +36.3% | +3.8% | +32.5% | +33.8% |
| 6M | +25.6% | +9.7% | +15.9% | +19.5% |
| YTD | +23.7% | -1.4% | +25.1% | +23.5% |
| 1Y | +37.6% | +8.2% | +29.4% | +31.2% |
| All | -4.8% | +63.1% | -67.9% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling