+66.9%
WIX vs SPY
+311.3%
-244.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.0% | -3.8% |
| 7D | -17.7% | +0.5% | -18.3% | -18.4% |
| 30D | +20.8% | -0.9% | +21.7% | +22.3% |
| 3M | +50.8% | +3.9% | +47.0% | +42.7% |
| 6M | -22.5% | +14.5% | -37.1% | -37.0% |
| YTD | -30.0% | +12.9% | -42.9% | -41.8% |
| 1Y | -52.5% | +19.4% | -71.9% | -63.7% |
| 3Y | -21.9% | +78.5% | -100.3% | -66.7% |
| 5Y | -67.6% | +81.8% | -149.3% | -85.7% |
| 10Y | +66.9% | +311.5% | -244.7% | -76.0% |
| All | +66.9% | +311.3% | -244.4% | -76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling