+14,183.4%
TER vs WY
+688.1%
+13,495.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.1% |
| 7D | +0.6% | -1.7% | +2.3% | +1.5% |
| 30D | -8.3% | -10.1% | +1.8% | -3.4% |
| 3M | -12.2% | -5.1% | -7.1% | -11.0% |
| 6M | +17.1% | -4.8% | +21.9% | +19.0% |
| YTD | +84.7% | -0.2% | +84.9% | +82.4% |
| 1Y | +199.9% | -6.6% | +206.5% | +204.8% |
| 3Y | +232.8% | -22.7% | +255.5% | +267.7% |
| 5Y | +198.6% | -22.2% | +220.8% | +230.4% |
| 10Y | +1,669.7% | +7.3% | +1,662.5% | +1,429.7% |
| All | +14,183.4% | +688.1% | +13,495.3% | +4,356.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling