+2,892.8%
WINA vs SPY
+2,900.9%
-8.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -5.7% | +0.1% | -5.8% | -5.7% |
| 30D | -12.0% | +0.1% | -12.1% | -12.0% |
| 3M | -16.1% | +2.0% | -18.1% | -16.8% |
| 6M | -33.0% | +13.0% | -46.0% | -36.3% |
| YTD | -20.8% | +13.5% | -34.4% | -24.8% |
| 1Y | -31.4% | +20.0% | -51.4% | -36.3% |
| 3Y | -9.0% | +77.2% | -86.2% | -27.7% |
| 5Y | +78.2% | +81.9% | -3.7% | +40.1% |
| 10Y | +268.7% | +314.1% | -45.3% | +120.4% |
| All | +2,892.8% | +2,900.9% | -8.0% | +732.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling