+1,003.0%
BE vs WU
-42.2%
+1,045.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.1% | +6.4% |
| 7D | +9.0% | -3.5% | +12.5% | +10.8% |
| 30D | +16.3% | -2.9% | +19.2% | +17.5% |
| 3M | +10.8% | -2.3% | +13.1% | +7.8% |
| 6M | +73.2% | -25.4% | +98.6% | +94.5% |
| YTD | +217.4% | -21.2% | +238.6% | +240.9% |
| 1Y | +309.8% | -8.9% | +318.7% | +300.5% |
| 3Y | +1,726.2% | -29.0% | +1,755.1% | +1,918.2% |
| 5Y | +1,306.2% | -50.7% | +1,356.9% | +1,756.8% |
| All | +1,003.0% | -42.2% | +1,045.2% | +1,000.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling