+48.3%
D vs WU
-35.7%
+83.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | +2.4% | +11.0% | -8.7% | -0.3% |
| 30D | +10.9% | +13.4% | -2.5% | +7.4% |
| 3M | +2.8% | +2.2% | +0.6% | +2.0% |
| 6M | +12.7% | -18.2% | +30.9% | +17.2% |
| YTD | +20.3% | -18.3% | +38.6% | +24.4% |
| 1Y | +17.1% | -12.2% | +29.3% | +18.6% |
| 3Y | +75.1% | -20.8% | +96.0% | +79.7% |
| 5Y | +13.1% | -42.6% | +55.7% | +24.9% |
| 10Y | +48.3% | -35.5% | +83.7% | +63.7% |
| All | +48.3% | -35.7% | +83.9% | +63.7% |
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