+82.8%
BKR vs WU
-22.8%
+105.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.3% |
| 7D | -6.7% | -5.0% | -1.7% | -4.3% |
| 30D | -8.3% | -2.3% | -6.1% | -7.6% |
| 3M | -5.4% | -3.2% | -2.2% | -6.8% |
| 6M | +0.8% | -25.0% | +25.8% | +12.4% |
| YTD | +31.8% | -21.7% | +53.5% | +43.1% |
| 1Y | +28.6% | -9.0% | +37.5% | +27.0% |
| 3Y | +71.2% | -28.9% | +100.1% | +85.4% |
| 5Y | +179.2% | -51.0% | +230.3% | +257.4% |
| 10Y | +124.0% | -40.1% | +164.0% | +150.0% |
| All | +82.8% | -22.8% | +105.7% | +54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling