-98.2%
AAOX vs WU
-17.5%
-80.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +1.4% | -12.2% | -9.5% |
| 7D | -3.4% | -2.0% | -1.3% | -4.5% |
| 30D | -72.8% | +11.4% | -84.2% | -69.2% |
| 3M | -90.7% | -6.8% | -83.9% | -89.9% |
| 6M | -98.2% | -14.6% | -83.6% | -98.8% |
| All | -98.2% | -17.5% | -80.7% | -98.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling