-0.2%
WY vs ALLY
+4.2%
-4.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.8% | +1.8% | +4.5% |
| 7D | +13.3% | +2.4% | +11.0% | +12.5% |
| 30D | +17.6% | +5.6% | +12.1% | +15.8% |
| 3M | -15.0% | -11.7% | -3.3% | -12.5% |
| 6M | -5.9% | -7.0% | +1.1% | -4.4% |
| YTD | -5.7% | -10.4% | +4.7% | -3.5% |
| 1Y | -0.2% | +2.4% | -2.6% | -1.1% |
| All | -0.2% | +4.2% | -4.5% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling