+49.7%
WY vs BR
+1,282.8%
-1,233.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -3.7% | -6.0% | +2.3% | -0.2% |
| 30D | -11.3% | -0.9% | -10.5% | -11.0% |
| 3M | -8.1% | +16.4% | -24.5% | -16.7% |
| 6M | -7.4% | -8.2% | +0.7% | -4.4% |
| YTD | -4.7% | -23.2% | +18.5% | +8.5% |
| 1Y | -9.2% | -30.9% | +21.7% | +10.2% |
| 3Y | -24.7% | -5.0% | -19.7% | -25.8% |
| 5Y | -21.6% | +8.8% | -30.3% | -30.7% |
| 10Y | +6.7% | +190.1% | -183.4% | -48.3% |
| All | +49.7% | +1,282.8% | -1,233.2% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 all: compounded portfolio wealth divided by compounded BR 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…
all analysis · Full analysis span regression · 6 months rolling