-76.5%
WIMI vs SPY
+18.1%
-94.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -3.0% |
| 7D | -14.9% | -0.8% | -14.1% | -13.2% |
| 30D | -20.8% | -1.1% | -19.7% | -18.6% |
| 3M | -37.6% | +3.9% | -41.4% | -43.4% |
| 6M | -49.0% | +13.6% | -62.6% | -63.7% |
| YTD | -56.5% | +12.7% | -69.2% | -67.5% |
| 1Y | -76.5% | +17.5% | -94.0% | -85.0% |
| All | -76.5% | +18.1% | -94.7% | -85.0% |
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