+1,218.2%
BE vs WU
-51.6%
+1,269.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.7% |
| 7D | +9.7% | -5.0% | +14.7% | +12.0% |
| 30D | +22.4% | -2.3% | +24.7% | +23.2% |
| 3M | +10.4% | -3.2% | +13.6% | +7.6% |
| 6M | +67.9% | -25.0% | +92.9% | +87.0% |
| YTD | +197.5% | -21.7% | +219.1% | +218.8% |
| 1Y | +310.6% | -9.0% | +319.5% | +297.5% |
| 3Y | +1,657.2% | -28.9% | +1,686.1% | +1,823.5% |
| 5Y | +1,218.2% | -51.0% | +1,269.2% | +1,580.7% |
| All | +1,218.2% | -51.6% | +1,269.7% | +1,580.7% |
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