-59.6%
WHR vs SPY
+19.4%
-79.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.6% |
| 7D | -0.9% | +0.5% | -1.4% | -1.5% |
| 30D | -13.1% | -0.9% | -12.2% | -12.1% |
| 3M | -4.9% | +3.9% | -8.8% | -8.4% |
| 6M | -36.0% | +14.5% | -50.5% | -45.0% |
| YTD | -47.2% | +12.9% | -60.1% | -54.3% |
| 1Y | -59.6% | +19.4% | -79.0% | -67.2% |
| All | -59.6% | +19.4% | -79.0% | -67.2% |
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