+216.7%
CTVA vs WU
-42.2%
+258.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -4.5% | -3.5% | -1.0% | -3.3% |
| 30D | +11.3% | -2.9% | +14.3% | +12.4% |
| 3M | +12.3% | -2.3% | +14.6% | +12.7% |
| 6M | +7.2% | -25.4% | +32.5% | +17.8% |
| YTD | +26.0% | -21.2% | +47.2% | +35.2% |
| 1Y | +16.0% | -8.9% | +24.9% | +16.8% |
| 3Y | +73.9% | -29.0% | +102.9% | +88.3% |
| 5Y | +103.8% | -50.7% | +154.5% | +155.9% |
| All | +216.7% | -42.2% | +258.9% | +225.3% |
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