-11.5%
WY vs EXEL
+48.5%
-60.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.4% |
| 7D | -4.2% | -4.9% | +0.7% | -4.1% |
| 30D | -10.1% | +11.4% | -21.5% | -10.1% |
| 3M | -8.5% | +4.9% | -13.4% | -8.6% |
| 6M | -3.3% | +34.4% | -37.8% | -3.2% |
| YTD | -4.4% | +28.0% | -32.4% | -4.5% |
| 1Y | -11.5% | +43.6% | -55.1% | -13.3% |
| All | -11.5% | +48.5% | -60.0% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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