+131.8%
WTTR vs SPY
+18.1%
+113.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.7% |
| 7D | +2.9% | -0.8% | +3.7% | +3.5% |
| 30D | -2.7% | -1.1% | -1.6% | -2.0% |
| 3M | +12.1% | +3.9% | +8.3% | +8.1% |
| 6M | +47.6% | +13.6% | +34.0% | +30.6% |
| YTD | +98.8% | +12.7% | +86.2% | +77.5% |
| 1Y | +131.8% | +17.5% | +114.3% | +100.1% |
| All | +131.8% | +18.1% | +113.7% | +100.1% |
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 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