-31.8%
WINA vs SPY
+19.4%
-51.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.4% |
| 7D | -4.2% | +0.5% | -4.8% | -4.6% |
| 30D | -14.9% | -0.9% | -14.0% | -14.3% |
| 3M | -15.4% | +3.9% | -19.3% | -17.9% |
| 6M | -26.9% | +14.5% | -41.4% | -34.8% |
| YTD | -22.3% | +12.9% | -35.2% | -29.8% |
| 1Y | -31.8% | +19.4% | -51.2% | -44.9% |
| All | -31.8% | +19.4% | -51.2% | -44.9% |
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