+118.8%
WYY vs SPY
+20.8%
+98.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.7% |
| 7D | +9.3% | +0.1% | +9.2% | +9.3% |
| 30D | +5.3% | +0.1% | +5.3% | +5.5% |
| 3M | -3.1% | +2.0% | -5.1% | -4.7% |
| 6M | +130.4% | +13.0% | +117.4% | +91.5% |
| YTD | +103.4% | +13.5% | +89.8% | +69.3% |
| 1Y | +118.8% | +20.0% | +98.9% | +70.9% |
| All | +118.8% | +20.8% | +98.0% | +70.9% |
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 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