+130.7%
C vs WU
-50.7%
+181.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +3.6% | -0.8% | +4.5% | +3.9% |
| 30D | +0.1% | -1.1% | +1.2% | +0.3% |
| 3M | +2.4% | -3.9% | +6.3% | +1.9% |
| 6M | +24.9% | -20.7% | +45.6% | +33.4% |
| YTD | +19.8% | -18.4% | +38.2% | +26.3% |
| 1Y | +44.9% | -8.1% | +52.9% | +44.4% |
| 3Y | +263.0% | -24.2% | +287.1% | +283.8% |
| All | +130.7% | -50.7% | +181.3% | +193.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling