-35.6%
WDH vs SPY
+11.8%
-47.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | 0.0% | +3.3% | -3.3% | -2.2% |
| 30D | -4.8% | -2.7% | -2.1% | -2.9% |
| 3M | +3.0% | -1.7% | +4.8% | +4.2% |
| 6M | -33.5% | +3.1% | -36.6% | -35.4% |
| YTD | -44.8% | +11.9% | -56.7% | -51.4% |
| 1Y | -35.6% | +12.0% | -47.6% | -43.7% |
| All | -35.6% | +11.8% | -47.4% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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