+210.4%
WPM vs ALLY
+65.3%
+145.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -3.6% | +0.4% | -3.9% | -3.6% |
| 30D | +1.4% | +5.2% | -3.8% | +0.7% |
| 3M | -0.2% | -13.3% | +13.1% | +1.8% |
| 6M | -7.3% | -6.7% | -0.7% | -6.4% |
| YTD | +12.3% | -12.8% | +25.2% | +14.1% |
| 1Y | +24.9% | +0.7% | +24.2% | +25.3% |
| 3Y | +210.4% | +65.2% | +145.1% | +179.0% |
| All | +210.4% | +65.3% | +145.0% | +179.0% |
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