+246.7%
CB vs WU
-35.7%
+282.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | +0.7% | +11.0% | -10.3% | -2.4% |
| 30D | +8.2% | +13.4% | -5.2% | +4.1% |
| 3M | +6.3% | +2.2% | +4.1% | +5.2% |
| 6M | +16.2% | -18.2% | +34.4% | +21.8% |
| YTD | +19.3% | -18.3% | +37.6% | +24.5% |
| 1Y | +29.2% | -12.2% | +41.4% | +31.4% |
| 3Y | +71.4% | -20.8% | +92.3% | +75.6% |
| 5Y | +104.2% | -42.6% | +146.8% | +130.9% |
| 10Y | +246.7% | -35.5% | +282.1% | +273.1% |
| All | +246.7% | -35.7% | +282.3% | +273.1% |
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 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