+208.1%
C vs WU
-21.7%
+229.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.0% |
| 7D | -2.4% | +11.7% | -14.1% | -5.1% |
| 30D | -6.0% | +12.6% | -18.6% | -8.9% |
| 3M | -10.5% | -0.5% | -10.1% | -10.7% |
| 6M | -5.7% | -18.2% | +12.5% | -1.3% |
| YTD | +4.1% | -19.0% | +23.1% | +9.0% |
| 1Y | +20.5% | -16.7% | +37.2% | +24.6% |
| 3Y | +208.1% | -21.0% | +229.1% | +224.4% |
| All | +208.1% | -21.7% | +229.8% | +224.4% |
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