+18.0%
WYFI vs SPY
+21.5%
-3.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | -0.5% |
| 7D | -2.0% | -0.8% | -1.3% | +1.4% |
| 30D | -33.0% | -1.1% | -32.0% | -29.9% |
| 3M | -22.0% | +3.9% | -25.9% | -33.1% |
| 6M | +11.7% | +13.6% | -1.9% | -30.3% |
| YTD | +21.1% | +12.7% | +8.5% | -20.2% |
| 1Y | -7.0% | +17.5% | -24.5% | -44.4% |
| All | +18.0% | +21.5% | -3.5% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling