+131.7%
AG vs WU
-8.3%
+139.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | +1.0% | -0.8% | +1.8% | +1.1% |
| 30D | +19.2% | -1.1% | +20.3% | +19.3% |
| 3M | +6.2% | -3.9% | +10.0% | +5.7% |
| 6M | -26.7% | -20.7% | -6.0% | -26.1% |
| YTD | +26.1% | -18.4% | +44.5% | +26.2% |
| 1Y | +131.7% | -8.1% | +139.7% | +132.5% |
| All | +131.7% | -8.3% | +139.9% | +132.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling