+1,151.9%
URI vs ALLY
+172.1%
+979.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | +9.3% | -2.1% | +11.5% | +10.8% |
| 30D | +7.6% | +2.0% | +5.6% | +6.2% |
| 3M | +1.0% | -13.3% | +14.4% | +9.6% |
| 6M | +19.8% | -9.9% | +29.7% | +26.2% |
| YTD | +41.9% | -13.5% | +55.4% | +51.6% |
| 1Y | +33.4% | -2.8% | +36.2% | +32.6% |
| 3Y | +156.0% | +63.4% | +92.6% | +77.1% |
| 5Y | +209.5% | -10.9% | +220.4% | +196.9% |
| All | +1,151.9% | +172.1% | +979.8% | +474.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling