+218.3%
C vs WU
-37.2%
+255.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +3.0% |
| 7D | -0.4% | +2.1% | -2.5% | -1.8% |
| 30D | -5.3% | +10.1% | -15.5% | -10.2% |
| 3M | -8.0% | -1.1% | -6.9% | -8.5% |
| 6M | -0.3% | -19.8% | +19.5% | +7.9% |
| YTD | +8.6% | -20.8% | +29.4% | +17.3% |
| 1Y | +25.8% | -15.1% | +40.9% | +30.4% |
| 3Y | +221.2% | -23.2% | +244.4% | +239.9% |
| 5Y | +113.6% | -42.6% | +156.2% | +160.3% |
| 10Y | +218.3% | -38.9% | +257.2% | +277.4% |
| All | +218.3% | -37.2% | +255.5% | +277.4% |
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 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