-70.2%
AAOX vs WU
-21.8%
-48.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.7% | -7.8% | -8.8% |
| 7D | +5.4% | -5.0% | +10.4% | +3.3% |
| 30D | -47.7% | -2.3% | -45.5% | -48.2% |
| 3M | -78.6% | -3.2% | -75.4% | -79.8% |
| All | -70.2% | -21.8% | -48.4% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · Available span rolling