+360.5%
BE vs WU
-8.3%
+368.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.3% |
| 7D | +20.0% | -0.8% | +20.8% | +20.0% |
| 30D | +7.9% | -1.1% | +9.0% | +7.9% |
| 3M | -13.2% | -3.9% | -9.4% | -14.5% |
| 6M | +53.5% | -20.7% | +74.1% | +53.9% |
| YTD | +191.0% | -18.4% | +209.4% | +189.9% |
| 1Y | +360.5% | -8.1% | +368.6% | +307.8% |
| All | +360.5% | -8.3% | +368.8% | +307.8% |
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