+142.8%
EFA vs WU
-39.1%
+181.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.5% | -3.5% | +2.0% | -0.6% |
| 30D | -1.7% | -2.9% | +1.3% | -1.0% |
| 3M | +3.5% | -2.3% | +5.8% | +2.8% |
| 6M | +9.5% | -25.4% | +34.8% | +17.2% |
| YTD | +12.9% | -21.2% | +34.1% | +18.6% |
| 1Y | +18.2% | -8.9% | +27.1% | +18.1% |
| 3Y | +64.8% | -29.0% | +93.8% | +74.5% |
| 5Y | +53.9% | -50.7% | +104.6% | +80.4% |
| All | +142.8% | -39.1% | +181.9% | +160.7% |
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