+100.1%
WRBY vs SPY
+80.4%
+19.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +4.9% | +5.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.9% |
| 30D | -16.8% | +0.1% | -16.9% | -16.9% |
| 3M | +1.0% | +2.0% | -1.0% | -2.0% |
| 6M | -11.0% | +13.0% | -24.0% | -27.2% |
| YTD | +11.7% | +13.5% | -1.8% | -9.1% |
| 1Y | -3.9% | +20.0% | -23.9% | -28.3% |
| All | +100.1% | +80.4% | +19.7% | -22.2% |
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