+44.2%
MWYN vs SPY
+14.6%
+29.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +1.7% | -13.8% | -10.8% |
| 7D | -2.8% | -0.7% | -2.1% | -2.9% |
| 30D | +8.7% | -1.0% | +9.8% | +9.0% |
| 3M | +101.5% | -0.3% | +101.8% | +102.9% |
| 6M | +107.6% | +7.3% | +100.2% | +103.1% |
| YTD | +63.3% | +13.3% | +50.0% | +53.3% |
| 1Y | +44.2% | +14.8% | +29.4% | +31.4% |
| All | +44.2% | +14.6% | +29.6% | +31.4% |
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