+57.9%
SO vs WY
-20.4%
+78.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | 0.0% | -1.7% | +1.7% | +0.4% |
| 30D | -2.5% | -9.9% | +7.4% | -0.2% |
| 3M | -4.2% | -7.5% | +3.3% | -2.7% |
| 6M | -7.7% | -5.1% | -2.5% | -6.8% |
| YTD | +3.8% | -2.1% | +5.9% | +3.7% |
| 1Y | +0.1% | -7.3% | +7.4% | +1.1% |
| 3Y | +44.2% | -22.6% | +66.9% | +50.6% |
| 5Y | +57.9% | -19.8% | +77.7% | +63.2% |
| All | +57.9% | -20.4% | +78.3% | +63.2% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling