-27.8%
BB vs WU
-51.4%
+23.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.2% |
| 7D | +1.8% | -4.9% | +6.8% | +3.7% |
| 30D | -12.2% | -1.3% | -11.0% | -12.0% |
| 3M | -12.3% | -3.6% | -8.8% | -13.5% |
| 6M | +122.7% | -24.3% | +147.0% | +143.7% |
| YTD | +104.5% | -21.1% | +125.6% | +119.1% |
| 1Y | +106.7% | -10.3% | +117.0% | +107.2% |
| 3Y | +70.0% | -28.4% | +98.3% | +84.9% |
| 5Y | -27.8% | -51.2% | +23.4% | -17.2% |
| All | -27.8% | -51.4% | +23.6% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling