+5,993.3%
FIX vs WY
+5.5%
+5,987.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +3.1% |
| 7D | +6.1% | -2.1% | +8.1% | +7.2% |
| 30D | -2.7% | -10.5% | +7.8% | +2.8% |
| 3M | -10.9% | -4.9% | -6.1% | -9.7% |
| 6M | +29.0% | -4.9% | +33.9% | +30.5% |
| YTD | +76.9% | -1.7% | +78.5% | +74.7% |
| 1Y | +130.7% | -9.4% | +140.1% | +136.6% |
| 3Y | +790.7% | -22.3% | +813.0% | +864.3% |
| 5Y | +2,185.6% | -20.5% | +2,206.1% | +2,305.1% |
| 10Y | +5,993.3% | +4.9% | +5,988.4% | +4,842.8% |
| All | +5,993.3% | +5.5% | +5,987.8% | +4,842.8% |
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