-31.0%
WLTH vs SPY
+12.6%
-43.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +1.5% |
| 7D | +8.7% | +0.5% | +8.1% | +7.7% |
| 30D | -0.7% | -0.9% | +0.2% | +0.9% |
| 3M | +14.5% | +3.9% | +10.6% | +6.9% |
| 6M | +13.4% | +14.5% | -1.1% | -10.0% |
| YTD | -29.1% | +12.9% | -42.1% | -39.9% |
| All | -31.0% | +12.6% | -43.6% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling