+207.2%
C vs WY
+3.3%
+203.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.4% |
| 7D | +4.7% | -5.4% | +10.1% | +8.0% |
| 30D | +0.2% | +7.9% | -7.7% | -4.5% |
| 3M | -9.3% | -16.6% | +7.3% | -0.6% |
| 6M | -0.8% | -11.2% | +10.4% | +3.8% |
| YTD | +8.5% | -11.3% | +19.8% | +12.5% |
| 1Y | +23.1% | -5.5% | +28.6% | +22.7% |
| 3Y | +220.8% | -25.4% | +246.2% | +257.3% |
| 5Y | +112.4% | -32.4% | +144.8% | +145.4% |
| All | +207.2% | +3.3% | +203.9% | +153.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling