-7.3%
WY vs COO
-7.1%
-0.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.8% | +1.2% |
| 7D | -1.7% | -9.0% | +7.3% | +0.7% |
| 30D | -9.9% | -16.8% | +7.0% | -5.4% |
| 3M | -7.5% | -7.5% | 0.0% | -5.8% |
| 6M | -5.1% | -16.3% | +11.1% | -1.3% |
| YTD | -2.1% | -22.5% | +20.4% | +3.3% |
| 1Y | -7.3% | -7.0% | -0.4% | -8.4% |
| All | -7.3% | -7.1% | -0.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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