+19.2%
U vs ALLY
+0.5%
+18.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.7% |
| 7D | +32.3% | -0.2% | +32.5% | +32.1% |
| 30D | +9.7% | +3.4% | +6.3% | +7.3% |
| 3M | +19.6% | -11.1% | +30.7% | +27.6% |
| 6M | +82.6% | -11.5% | +94.1% | +94.9% |
| YTD | +16.4% | -12.3% | +28.8% | +25.8% |
| All | +19.2% | +0.5% | +18.7% | +14.9% |
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