+770.0%
WDC vs ALLY
+65.3%
+704.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.4% |
| 7D | +12.1% | +0.4% | +11.7% | +11.9% |
| 30D | -18.8% | +5.2% | -24.0% | -20.7% |
| 3M | -39.3% | -13.3% | -26.0% | -35.4% |
| 6M | -40.1% | -6.7% | -33.5% | -38.6% |
| YTD | +71.8% | -12.8% | +84.6% | +80.8% |
| 1Y | +88.5% | +0.7% | +87.8% | +85.7% |
| 3Y | +770.0% | +65.2% | +704.8% | +670.0% |
| All | +770.0% | +65.3% | +704.6% | +670.0% |
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