+39.8%
BKNG vs WU
-29.2%
+69.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -10.7% | -5.0% | -5.7% | -9.5% |
| 30D | -18.1% | -2.3% | -15.8% | -17.6% |
| 3M | +8.5% | -3.2% | +11.7% | +8.5% |
| 6M | -0.1% | -25.0% | +25.0% | +6.3% |
| YTD | -18.2% | -21.7% | +3.4% | -13.9% |
| 1Y | -19.9% | -9.0% | -10.9% | -19.0% |
| All | +39.8% | -29.2% | +69.0% | +47.4% |
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