+35.3%
D vs WU
-41.4%
+76.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.2% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -0.7% | -1.1% | +0.4% | -0.6% |
| 3M | +2.1% | -1.8% | +3.9% | +1.4% |
| 6M | +6.8% | -23.9% | +30.7% | +13.2% |
| YTD | +16.5% | -20.4% | +36.9% | +21.6% |
| 1Y | +19.2% | -10.6% | +29.7% | +19.6% |
| 3Y | +61.9% | -27.7% | +89.6% | +70.1% |
| 5Y | +6.5% | -51.1% | +57.7% | +23.7% |
| 10Y | +35.3% | -40.7% | +76.0% | +50.8% |
| All | +35.3% | -41.4% | +76.6% | +50.8% |
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 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