+1.9%
WY vs BB
+21.8%
-19.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.0% |
| 7D | -0.8% | +1.8% | -2.6% | -1.1% |
| 30D | +10.1% | +8.1% | +2.0% | +8.4% |
| 3M | -15.4% | -1.0% | -14.4% | -16.1% |
| 6M | -8.3% | +45.9% | -54.2% | -15.7% |
| YTD | -9.8% | +134.8% | -144.6% | -23.3% |
| 1Y | -3.9% | +104.6% | -108.5% | -16.8% |
| 3Y | -23.3% | +152.8% | -176.2% | -38.9% |
| 5Y | -31.2% | -17.4% | -13.8% | -37.1% |
| All | +1.9% | +21.8% | -19.8% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling