+32.3%
WXET vs SPY
+12.4%
+19.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.4% |
| 7D | -3.0% | -2.0% | -1.0% | -3.8% |
| 30D | +29.9% | -1.7% | +31.6% | +29.1% |
| 3M | +42.1% | +4.7% | +37.3% | +46.5% |
| 6M | +32.3% | +12.5% | +19.8% | +47.5% |
| All | +32.3% | +12.4% | +19.9% | +47.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling