+45.8%
AR vs WY
-23.0%
+68.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | -1.8% | -2.1% | +0.2% | -1.5% |
| 30D | +12.6% | -10.5% | +23.1% | +14.5% |
| 3M | +10.0% | -4.9% | +14.9% | +10.6% |
| 6M | +0.6% | -4.9% | +5.6% | +0.8% |
| YTD | +13.4% | -1.7% | +15.1% | +11.8% |
| 1Y | +21.7% | -9.4% | +31.1% | +23.4% |
| 3Y | +45.8% | -22.3% | +68.1% | +56.5% |
| All | +45.8% | -23.0% | +68.8% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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