+216.8%
CB vs WU
-41.4%
+258.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.7% |
| 7D | -0.6% | -0.8% | +0.2% | -0.4% |
| 30D | -3.9% | -1.1% | -2.8% | -3.7% |
| 3M | +4.9% | -1.8% | +6.7% | +4.2% |
| 6M | +3.3% | -23.9% | +27.2% | +10.6% |
| YTD | +8.5% | -20.4% | +28.9% | +14.3% |
| 1Y | +22.1% | -10.6% | +32.6% | +22.9% |
| 3Y | +70.1% | -27.7% | +97.9% | +79.7% |
| 5Y | +97.4% | -51.1% | +148.5% | +138.4% |
| 10Y | +216.8% | -40.7% | +257.5% | +253.9% |
| All | +216.8% | -41.4% | +258.2% | +253.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling