-12.5%
WU vs ALLY
+98.1%
-110.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.5% |
| 7D | +11.7% | +0.9% | +10.8% | +11.4% |
| 30D | +12.6% | +3.1% | +9.5% | +11.6% |
| 3M | -0.5% | -12.6% | +12.1% | +3.7% |
| 6M | -18.2% | -12.4% | -5.7% | -14.9% |
| YTD | -19.0% | -13.2% | -5.8% | -15.9% |
| 1Y | -16.7% | +1.8% | -18.5% | -17.7% |
| 3Y | -21.0% | +58.0% | -79.0% | -34.1% |
| 5Y | -41.7% | -8.4% | -33.3% | -44.5% |
| 10Y | -35.0% | +195.3% | -230.3% | -61.1% |
| All | -12.5% | +98.1% | -110.6% | -42.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling