-6.7%
EFX vs WU
-18.0%
+11.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.4% | -3.0% | +0.2% |
| 7D | +9.2% | +8.2% | +1.0% | +5.7% |
| 30D | +34.8% | +8.0% | +26.8% | +30.7% |
| 3M | +8.8% | -6.6% | +15.5% | +11.1% |
| 6M | +12.3% | -23.3% | +35.6% | +21.6% |
| YTD | -10.6% | -22.4% | +11.8% | -3.9% |
| 1Y | -6.7% | -18.0% | +11.2% | -0.4% |
| All | -6.7% | -18.0% | +11.2% | -0.4% |
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