-39.6%
WU vs ALLY
+178.1%
-217.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | -4.9% | -1.9% | -3.0% | -4.4% |
| 30D | -1.3% | -4.5% | +3.2% | +0.1% |
| 3M | -3.6% | -2.8% | -0.7% | -2.8% |
| 6M | -24.3% | +10.3% | -34.7% | -26.8% |
| YTD | -21.1% | -5.7% | -15.4% | -20.2% |
| 1Y | -10.3% | +3.9% | -14.2% | -12.2% |
| 3Y | -28.4% | +64.7% | -93.1% | -41.0% |
| 5Y | -51.2% | -2.6% | -48.6% | -54.4% |
| 10Y | -39.6% | +186.0% | -225.6% | -60.6% |
| All | -39.6% | +178.1% | -217.7% | -60.6% |
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