-63.0%
C vs WU
-20.2%
-42.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.8% |
| 7D | -2.4% | +11.7% | -14.1% | -9.7% |
| 30D | -6.0% | +12.6% | -18.6% | -13.8% |
| 3M | -10.5% | -0.5% | -10.1% | -11.6% |
| 6M | -5.7% | -18.2% | +12.5% | +2.4% |
| YTD | +4.1% | -19.0% | +23.1% | +12.5% |
| 1Y | +20.5% | -16.7% | +37.2% | +27.2% |
| 3Y | +208.1% | -21.0% | +229.1% | +221.2% |
| 5Y | +110.4% | -41.7% | +152.1% | +157.6% |
| 10Y | +234.6% | -35.0% | +269.6% | +260.1% |
| All | -63.0% | -20.2% | -42.8% | -70.7% |
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