-21.0%
FINW vs SPY
+12.1%
-33.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.6% |
| 7D | +6.5% | +2.6% | +3.9% | +5.9% |
| 30D | +35.7% | -2.0% | +37.6% | +35.7% |
| 3M | +5.0% | -2.8% | +7.8% | +5.3% |
| 6M | +12.0% | +2.1% | +9.9% | +10.8% |
| YTD | -18.8% | +11.5% | -30.3% | -23.3% |
| 1Y | -21.0% | +13.5% | -34.5% | -26.1% |
| All | -21.0% | +12.1% | -33.1% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling