+42.1%
U vs ALLY
-1.0%
+43.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.8% |
| 7D | +2.6% | +0.4% | +2.2% | +2.3% |
| 30D | +27.6% | +5.2% | +22.3% | +23.3% |
| 3M | +15.3% | -13.3% | +28.6% | +24.9% |
| 6M | +96.4% | -6.7% | +103.1% | +102.2% |
| YTD | +19.6% | -12.8% | +32.4% | +29.5% |
| 1Y | +42.1% | +0.7% | +41.4% | +41.9% |
| All | +42.1% | -1.0% | +43.1% | +41.9% |
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