-70.0%
WYFI vs SPY
+14.6%
-84.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.7% | -14.4% | -20.0% |
| 7D | -22.9% | -0.7% | -22.2% | -20.8% |
| 30D | -47.6% | -1.0% | -46.6% | -44.5% |
| 3M | -65.6% | -0.3% | -65.3% | -64.6% |
| 6M | -49.2% | +7.3% | -56.5% | -60.1% |
| YTD | -42.1% | +13.3% | -55.4% | -62.2% |
| 1Y | -70.0% | +14.8% | -84.8% | -81.4% |
| All | -70.0% | +14.6% | -84.6% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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