+4.7%
WY vs BB
+1.6%
+3.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | -4.2% | -0.4% | -3.8% | -4.1% |
| 30D | -10.1% | -12.5% | +2.5% | -8.6% |
| 3M | -8.5% | -17.4% | +8.9% | -7.3% |
| 6M | -3.3% | +119.1% | -122.5% | -16.4% |
| YTD | -4.4% | +102.4% | -106.8% | -16.4% |
| 1Y | -11.5% | +98.2% | -109.7% | -22.9% |
| 3Y | -24.3% | +46.9% | -71.3% | -34.1% |
| 5Y | -21.3% | -26.4% | +5.1% | -26.6% |
| All | +4.7% | +1.6% | +3.1% | -34.1% |
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