+101.1%
AKAM vs WU
-39.1%
+140.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +1.5% | -3.5% | +5.0% | +2.6% |
| 30D | -13.0% | -2.9% | -10.1% | -12.3% |
| 3M | -19.4% | -2.3% | -17.1% | -20.2% |
| 6M | +0.3% | -25.4% | +25.7% | +8.3% |
| YTD | +22.4% | -21.2% | +43.6% | +29.5% |
| 1Y | +34.8% | -8.9% | +43.7% | +34.6% |
| 3Y | +1.9% | -29.0% | +30.9% | +9.2% |
| 5Y | -4.6% | -50.7% | +46.2% | +13.7% |
| All | +101.1% | -39.1% | +140.3% | +105.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling