+462.7%
WWD vs ALLY
+201.0%
+261.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.4% |
| 7D | +4.2% | -0.2% | +4.4% | +4.2% |
| 30D | -0.8% | +3.4% | -4.2% | -2.6% |
| 3M | -8.2% | -11.1% | +2.9% | -2.9% |
| 6M | -9.8% | -11.5% | +1.6% | -4.7% |
| YTD | +10.4% | -12.3% | +22.7% | +16.7% |
| 1Y | +25.5% | +1.1% | +24.4% | +23.6% |
| 3Y | +155.8% | +64.8% | +91.0% | +84.3% |
| 5Y | +187.3% | -6.9% | +194.2% | +163.9% |
| 10Y | +462.7% | +194.9% | +267.8% | +151.0% |
| All | +462.7% | +201.0% | +261.7% | +151.0% |
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 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