+1,256.8%
WDC vs ALLY
+63.1%
+1,193.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.5% | +5.7% |
| 7D | +1.7% | +3.7% | -1.9% | +0.1% |
| 30D | -10.0% | -2.3% | -7.7% | -9.0% |
| 3M | -18.8% | +3.8% | -22.6% | -20.1% |
| 6M | +79.0% | +9.7% | +69.3% | +70.7% |
| YTD | +171.6% | -1.4% | +173.0% | +170.8% |
| 1Y | +417.4% | +8.2% | +409.1% | +393.3% |
| All | +1,256.8% | +63.1% | +1,193.7% | +1,065.3% |
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