+712.3%
WDC vs ALLY
+54.4%
+658.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.7% |
| 7D | -28.0% | +0.9% | -28.9% | -28.4% |
| 30D | -34.9% | +3.1% | -38.0% | -35.9% |
| 3M | -41.6% | -12.6% | -29.0% | -38.1% |
| 6M | -45.4% | -12.4% | -32.9% | -42.4% |
| YTD | +53.3% | -13.2% | +66.4% | +61.4% |
| 1Y | +61.5% | +1.8% | +59.7% | +58.3% |
| 3Y | +712.3% | +58.0% | +654.4% | +630.6% |
| All | +712.3% | +54.4% | +658.0% | +630.6% |
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