+47.0%
MWYN vs SPY
+19.4%
+27.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.1% | -4.6% |
| 7D | -10.9% | +0.5% | -11.5% | -11.0% |
| 30D | +73.0% | -0.9% | +74.0% | +73.3% |
| 3M | +28.6% | +3.9% | +24.7% | +26.2% |
| 6M | +55.6% | +14.5% | +41.1% | +32.9% |
| YTD | +45.4% | +12.9% | +32.5% | +28.3% |
| 1Y | +47.0% | +19.4% | +27.6% | -20.0% |
| All | +47.0% | +19.4% | +27.6% | -20.0% |
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