+16.9%
D vs WU
-15.7%
+32.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +0.8% | +9.1% | -8.3% | +0.1% |
| 30D | +10.7% | +12.1% | -1.4% | +9.8% |
| 3M | +2.3% | +0.3% | +1.9% | +1.9% |
| 6M | +12.5% | -19.1% | +31.6% | +12.4% |
| YTD | +20.1% | -19.2% | +39.3% | +19.3% |
| All | +16.9% | -15.7% | +32.6% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling