+306.7%
TPR vs WY
+5.8%
+300.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.0% |
| 7D | -7.3% | -1.7% | -5.6% | -6.2% |
| 30D | -30.7% | -9.9% | -20.9% | -25.7% |
| 3M | -21.6% | -7.5% | -14.1% | -18.0% |
| 6M | -21.3% | -5.1% | -16.2% | -19.3% |
| YTD | -10.2% | -2.1% | -8.1% | -10.7% |
| 1Y | +9.5% | -7.3% | +16.8% | +12.5% |
| 3Y | +280.8% | -22.6% | +303.4% | +333.2% |
| 5Y | +218.7% | -19.8% | +238.5% | +250.5% |
| 10Y | +306.7% | +9.6% | +297.1% | +218.4% |
| All | +306.7% | +5.8% | +300.9% | +218.4% |
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 2016-09-09 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling