+59.4%
BE vs WU
-16.8%
+76.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.9% |
| 7D | +20.5% | -5.3% | +25.8% | +18.9% |
| 30D | -23.4% | +9.0% | -32.4% | -21.7% |
| 3M | -14.9% | -3.6% | -11.3% | -14.4% |
| 6M | -28.1% | -19.4% | -8.7% | -30.1% |
| YTD | +132.4% | -21.7% | +154.1% | +125.0% |
| 1Y | +59.4% | -16.1% | +75.5% | +55.5% |
| All | +59.4% | -16.8% | +76.1% | +55.5% |
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