-59.1%
Z vs WY
-3.1%
-56.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.6% | -1.1% |
| 7D | -4.6% | +3.1% | -7.7% | -5.5% |
| 30D | +8.3% | +13.0% | -4.7% | +4.1% |
| 3M | -11.6% | -16.8% | +5.2% | -9.4% |
| 6M | -33.6% | -11.2% | -22.5% | -32.6% |
| YTD | -56.7% | -9.1% | -47.6% | -57.2% |
| 1Y | -59.1% | -4.8% | -54.4% | -59.9% |
| All | -59.1% | -3.1% | -56.0% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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