-31.3%
WLTH vs SPY
+13.2%
-44.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | +3.6% | +0.1% | +3.5% | +3.4% |
| 30D | -0.7% | +0.1% | -0.8% | -0.8% |
| 3M | -16.7% | +2.0% | -18.7% | -18.4% |
| 6M | +9.1% | +13.0% | -3.9% | -8.4% |
| YTD | -29.5% | +13.5% | -43.1% | -40.8% |
| All | -31.3% | +13.2% | -44.6% | -43.0% |
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