-9.0%
AUR vs WU
-18.0%
+9.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.4% | -9.9% | -5.2% |
| 7D | -19.8% | +8.2% | -28.1% | -20.9% |
| 30D | -29.0% | +8.0% | -37.1% | -30.0% |
| 3M | -43.6% | -6.6% | -36.9% | -42.9% |
| 6M | -36.6% | -23.3% | -13.4% | -33.7% |
| YTD | +6.3% | -22.4% | +28.7% | +10.5% |
| 1Y | -9.0% | -18.0% | +9.0% | -6.5% |
| All | -9.0% | -18.0% | +9.0% | -6.5% |
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