-33.7%
WINA vs SPY
+12.3%
-46.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.5% | +2.5% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.6% | -3.3% | -2.3% | -4.2% |
| 3M | -25.0% | -2.4% | -22.6% | -24.2% |
| 6M | -25.8% | +2.6% | -28.4% | -27.3% |
| YTD | -31.5% | +11.2% | -42.7% | -36.1% |
| All | -33.7% | +12.3% | -46.0% | -37.9% |
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