+74.9%
CB vs WU
-23.0%
+97.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +2.9% | -2.0% | +5.0% | +3.2% |
| 30D | +7.3% | +11.4% | -4.1% | +5.8% |
| 3M | +9.4% | -6.8% | +16.2% | +10.1% |
| 6M | +19.6% | -14.6% | +34.3% | +21.4% |
| YTD | +21.5% | -20.6% | +42.1% | +24.3% |
| 1Y | +28.0% | -15.4% | +43.4% | +29.7% |
| 3Y | +74.9% | -23.6% | +98.5% | +83.8% |
| All | +74.9% | -23.0% | +97.9% | +83.8% |
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