+7,381.7%
WRB vs SPY
+3,027.0%
+4,354.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.4% | -0.6% |
| 7D | +1.0% | +0.1% | +0.9% | +0.8% |
| 30D | +5.6% | -3.3% | +8.9% | +7.7% |
| 3M | +6.2% | -2.4% | +8.6% | +7.5% |
| 6M | +16.8% | +2.6% | +14.2% | +13.9% |
| YTD | +9.5% | +11.2% | -1.7% | +0.8% |
| 1Y | +4.1% | +13.4% | -9.3% | -5.5% |
| 3Y | +81.4% | +79.9% | +1.5% | +18.2% |
| 5Y | +136.6% | +72.2% | +64.4% | +56.5% |
| 10Y | +458.3% | +307.3% | +150.9% | +111.1% |
| All | +7,381.7% | +3,027.0% | +4,354.7% | +931.3% |
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