+146.2%
B vs WY
-31.5%
+177.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.0% |
| 7D | +11.3% | -0.8% | +12.1% | +11.6% |
| 30D | +2.9% | +10.6% | -7.7% | 0.0% |
| 3M | -2.9% | -16.6% | +13.8% | +1.9% |
| 6M | -1.2% | -8.6% | +7.4% | +0.8% |
| YTD | -1.3% | -8.4% | +7.1% | +0.3% |
| 1Y | +30.4% | -5.1% | +35.5% | +31.2% |
| 3Y | +195.3% | -21.9% | +217.2% | +210.3% |
| 5Y | +146.2% | -31.3% | +177.5% | +168.0% |
| All | +146.2% | -31.5% | +177.7% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling