+16.9%
EFA vs WU
-18.0%
+34.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.9% | +2.2% |
| 7D | +2.0% | +8.2% | -6.2% | +1.4% |
| 30D | +1.6% | +8.0% | -6.4% | +1.0% |
| 3M | -1.5% | -6.6% | +5.2% | -1.2% |
| 6M | +6.6% | -23.3% | +29.9% | +8.1% |
| YTD | +11.8% | -22.4% | +34.2% | +13.0% |
| 1Y | +16.9% | -18.0% | +34.8% | +17.0% |
| All | +16.9% | -18.0% | +34.8% | +17.0% |
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