+76.6%
CB vs WU
-23.6%
+100.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | -3.1% | -1.1% | -2.0% | -3.0% |
| 3M | +9.0% | -3.9% | +12.8% | +9.1% |
| 6M | +2.9% | -20.7% | +23.5% | +5.5% |
| YTD | +10.1% | -18.4% | +28.5% | +12.4% |
| 1Y | +22.8% | -8.1% | +30.9% | +22.9% |
| All | +76.6% | -23.6% | +100.2% | +80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling