+508.5%
WPM vs ALLY
+178.4%
+330.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.4% |
| 7D | +7.0% | +1.0% | +6.0% | +6.9% |
| 30D | +15.7% | -3.3% | +19.0% | +16.1% |
| 3M | +35.2% | +0.5% | +34.8% | +35.1% |
| 6M | +6.1% | +12.6% | -6.5% | +5.0% |
| YTD | +32.6% | -4.7% | +37.2% | +32.9% |
| 1Y | +46.9% | +5.2% | +41.7% | +46.0% |
| 3Y | +276.3% | +66.5% | +209.8% | +257.4% |
| 5Y | +260.0% | +0.2% | +259.8% | +247.4% |
| 10Y | +508.5% | +180.8% | +327.7% | +548.9% |
| All | +508.5% | +178.4% | +330.1% | +548.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling