+6.1%
AS vs WU
-16.0%
+22.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | +6.9% | +11.7% | -4.8% | +5.4% |
| 30D | +16.0% | +12.6% | +3.4% | +14.1% |
| 3M | -12.8% | -0.5% | -12.4% | -13.2% |
| 6M | -15.4% | -18.2% | +2.8% | -14.5% |
| YTD | -15.7% | -19.0% | +3.2% | -14.2% |
| 1Y | +6.1% | -16.7% | +22.7% | +8.5% |
| All | +6.1% | -16.0% | +22.1% | +8.5% |
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