-10.3%
WYY vs SPY
+12.1%
-22.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.8% | -5.9% |
| 7D | -10.0% | +2.6% | -12.6% | -11.6% |
| 30D | -14.4% | -2.0% | -12.4% | -13.0% |
| 3M | -51.3% | -2.8% | -48.6% | -50.4% |
| 6M | -31.3% | +2.1% | -33.5% | -32.8% |
| YTD | +5.4% | +11.5% | -6.1% | -9.2% |
| 1Y | -10.3% | +13.5% | -23.8% | -23.8% |
| All | -10.3% | +12.1% | -22.4% | -23.8% |
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