+230.9%
SPOT vs WY
-25.0%
+255.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.4% | -0.1% |
| 7D | -6.9% | -3.7% | -3.2% | -6.6% |
| 30D | +4.1% | -11.3% | +15.4% | +4.9% |
| 3M | +3.7% | -8.1% | +11.8% | +4.2% |
| 6M | -1.6% | -7.4% | +5.8% | -1.3% |
| YTD | -10.2% | -4.7% | -5.5% | -10.3% |
| 1Y | -25.9% | -9.2% | -16.7% | -25.7% |
| All | +230.9% | -25.0% | +255.9% | +240.4% |
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