+145.2%
TE vs WY
-9.1%
+154.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.7% |
| 7D | +0.2% | -4.2% | +4.4% | -0.8% |
| 30D | -5.9% | -10.1% | +4.2% | -8.2% |
| 3M | -45.6% | -8.5% | -37.1% | -46.0% |
| 6M | -43.4% | -3.3% | -40.0% | -44.2% |
| YTD | -31.0% | -4.4% | -26.6% | -31.4% |
| 1Y | +145.2% | -11.5% | +156.7% | +153.4% |
| All | +145.2% | -9.1% | +154.3% | +153.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling