+47.2%
CAPR vs WU
-18.0%
+65.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.4% | +2.8% | +0.5% |
| 7D | +43.2% | +8.2% | +35.0% | +28.5% |
| 30D | +14.7% | +8.0% | +6.6% | +2.5% |
| 3M | +113.9% | -6.6% | +120.6% | +130.3% |
| 6M | -73.4% | -23.3% | -50.1% | -53.7% |
| YTD | -69.1% | -22.4% | -46.7% | -73.9% |
| 1Y | +47.2% | -18.0% | +65.2% | -76.1% |
| All | +47.2% | -18.0% | +65.2% | -76.1% |
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