+21.2%
EXE vs WY
-23.6%
+44.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.8% |
| 7D | +5.3% | -0.8% | +6.1% | +5.4% |
| 30D | -2.2% | +10.1% | -12.3% | -2.8% |
| 3M | -5.9% | -15.4% | +9.5% | -5.0% |
| 6M | -5.7% | -8.3% | +2.6% | -5.5% |
| YTD | -17.8% | -9.8% | -8.0% | -17.9% |
| 1Y | -23.1% | -3.9% | -19.2% | -23.9% |
| 3Y | +21.2% | -23.3% | +44.5% | +21.3% |
| All | +21.2% | -23.6% | +44.8% | +21.3% |
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