+197.2%
WRBY vs SPY
+78.4%
+118.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.4% |
| 7D | +36.3% | -0.6% | +36.9% | +35.3% |
| 30D | +18.2% | -3.7% | +21.9% | +24.1% |
| 3M | +13.2% | -2.7% | +16.0% | +16.8% |
| 6M | +1.2% | +2.2% | -1.0% | -3.9% |
| YTD | +37.2% | +10.8% | +26.4% | +13.9% |
| 1Y | +71.9% | +11.2% | +60.7% | +42.4% |
| 3Y | +197.2% | +76.5% | +120.7% | -5.2% |
| All | +197.2% | +78.4% | +118.9% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling