+198.7%
B vs WY
-23.0%
+221.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | 0.0% | -1.1% |
| 7D | +2.3% | -2.1% | +4.4% | +2.8% |
| 30D | +1.4% | -10.5% | +11.8% | +3.9% |
| 3M | +12.2% | -4.9% | +17.1% | +13.2% |
| 6M | -2.1% | -4.9% | +2.8% | -1.2% |
| YTD | +2.9% | -1.7% | +4.6% | +2.8% |
| 1Y | +55.3% | -9.4% | +64.7% | +58.5% |
| 3Y | +198.7% | -22.3% | +221.0% | +222.3% |
| All | +198.7% | -23.0% | +221.7% | +222.3% |
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