+148.5%
WWD vs ALLY
+65.3%
+83.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | +4.0% | +0.4% | +3.6% | +3.8% |
| 30D | +0.4% | +5.2% | -4.8% | -1.5% |
| 3M | -7.9% | -13.3% | +5.4% | -3.3% |
| 6M | -10.6% | -6.7% | -4.0% | -8.6% |
| YTD | +9.4% | -12.8% | +22.2% | +14.0% |
| 1Y | +25.7% | +0.7% | +25.1% | +25.3% |
| 3Y | +148.5% | +65.2% | +83.3% | +133.0% |
| All | +148.5% | +65.3% | +83.2% | +133.0% |
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