+1,025.2%
C vs WY
+623.4%
+401.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +2.0% |
| 7D | -0.9% | -0.8% | -0.2% | -0.6% |
| 30D | -5.4% | +10.6% | -16.0% | -11.3% |
| 3M | -9.2% | -16.6% | +7.5% | -0.1% |
| 6M | -1.8% | -8.6% | +6.8% | +1.3% |
| YTD | +6.7% | -8.4% | +15.1% | +8.8% |
| 1Y | +23.5% | -5.1% | +28.6% | +23.0% |
| 3Y | +219.8% | -21.9% | +241.7% | +247.6% |
| 5Y | +112.4% | -31.3% | +143.7% | +143.8% |
| 10Y | +220.1% | +3.6% | +216.5% | +167.5% |
| All | +1,025.2% | +623.4% | +401.8% | +269.6% |
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 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