+577.7%
WPM vs ALLY
+201.0%
+376.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +5.5% |
| 7D | +20.8% | -0.2% | +21.0% | +20.9% |
| 30D | +3.8% | +3.4% | +0.4% | +3.5% |
| 3M | +7.4% | -11.1% | +18.5% | +8.5% |
| 6M | +4.0% | -11.5% | +15.4% | +5.0% |
| YTD | +23.0% | -12.3% | +35.4% | +24.3% |
| 1Y | +45.9% | +1.1% | +44.8% | +45.9% |
| 3Y | +242.9% | +64.8% | +178.1% | +227.1% |
| 5Y | +259.5% | -6.9% | +266.4% | +249.7% |
| 10Y | +577.7% | +194.9% | +382.8% | +762.6% |
| All | +577.7% | +201.0% | +376.7% | +762.6% |
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 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