+793.0%
BKNG vs WY
+165.6%
+627.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.4% |
| 7D | -10.0% | -4.2% | -5.9% | -8.2% |
| 30D | -18.1% | -10.1% | -8.0% | -13.9% |
| 3M | +6.3% | -8.5% | +14.8% | +10.7% |
| 6M | +0.8% | -3.3% | +4.2% | +2.1% |
| YTD | -18.4% | -4.4% | -14.0% | -17.6% |
| 1Y | -20.4% | -11.5% | -8.9% | -16.9% |
| 3Y | +39.5% | -24.3% | +63.8% | +52.6% |
| 5Y | +92.7% | -21.3% | +114.0% | +103.8% |
| 10Y | +214.1% | +7.0% | +207.1% | +161.6% |
| All | +793.0% | +165.6% | +627.4% | +481.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling