+43.4%
C vs WU
-10.5%
+53.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.4% |
| 7D | +3.2% | -0.8% | +4.0% | +3.3% |
| 30D | +1.3% | -1.1% | +2.4% | +1.4% |
| 3M | +3.1% | -1.8% | +4.9% | +1.6% |
| 6M | +29.6% | -23.9% | +53.5% | +34.8% |
| YTD | +19.0% | -20.4% | +39.4% | +22.8% |
| All | +43.4% | -10.5% | +53.9% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling