+120.2%
BKR vs WU
-39.1%
+159.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -7.0% | -3.5% | -3.5% | -5.7% |
| 30D | -8.1% | -2.9% | -5.2% | -7.2% |
| 3M | -6.6% | -2.3% | -4.4% | -8.3% |
| 6M | +0.9% | -25.4% | +26.2% | +11.0% |
| YTD | +31.1% | -21.2% | +52.3% | +40.2% |
| 1Y | +27.7% | -8.9% | +36.6% | +26.1% |
| 3Y | +71.2% | -29.0% | +100.2% | +84.0% |
| 5Y | +177.6% | -50.7% | +228.4% | +254.9% |
| All | +120.2% | -39.1% | +159.3% | +160.1% |
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