+11.4%
B vs WY
-6.3%
+17.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -2.7% | -5.1% | +2.4% | -1.3% |
| 30D | -4.3% | +9.0% | -13.4% | -6.1% |
| 3M | -2.3% | -16.7% | +14.4% | +1.8% |
| 6M | -16.2% | -10.3% | -6.0% | -14.4% |
| YTD | -8.8% | -10.5% | +1.7% | -6.3% |
| 1Y | +11.4% | -5.9% | +17.2% | +15.9% |
| All | +11.4% | -6.3% | +17.6% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling