+1,659.2%
BE vs WU
-20.5%
+1,679.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.5% | -4.6% |
| 7D | -13.4% | +11.0% | -24.4% | -15.5% |
| 30D | -33.9% | +13.4% | -47.3% | -35.9% |
| 3M | -12.0% | +2.2% | -14.2% | -12.7% |
| 6M | -29.0% | -18.2% | -10.8% | -25.4% |
| YTD | +113.4% | -18.3% | +131.7% | +121.4% |
| 1Y | +33.2% | -12.2% | +45.3% | +32.1% |
| 3Y | +1,659.2% | -20.8% | +1,680.0% | +1,724.3% |
| All | +1,659.2% | -20.5% | +1,679.7% | +1,724.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling