+494.2%
FIX vs WY
-23.6%
+517.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | +9.4% | -0.8% | +10.2% | +9.5% |
| 30D | -27.8% | +10.1% | -37.9% | -29.4% |
| 3M | -35.6% | -15.4% | -20.2% | -33.0% |
| 6M | -45.2% | -8.3% | -36.9% | -44.7% |
| YTD | +19.5% | -9.8% | +29.3% | +20.8% |
| 1Y | +24.2% | -3.9% | +28.1% | +22.7% |
| 3Y | +494.2% | -23.3% | +517.5% | +494.7% |
| All | +494.2% | -23.6% | +517.8% | +494.7% |
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