+87.6%
BB vs WU
-18.0%
+105.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.4% | +1.5% | +6.6% |
| 7D | -6.8% | +8.2% | -15.0% | -7.3% |
| 30D | -3.5% | +8.0% | -11.6% | -4.1% |
| 3M | -1.2% | -6.6% | +5.4% | -0.5% |
| 6M | +57.0% | -23.3% | +80.2% | +62.9% |
| YTD | +131.1% | -22.4% | +153.5% | +139.2% |
| 1Y | +87.6% | -18.0% | +105.6% | +94.5% |
| All | +87.6% | -18.0% | +105.6% | +94.5% |
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