-23.1%
EXE vs WU
-15.0%
-8.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.9% |
| 7D | +5.3% | -2.0% | +7.4% | +5.2% |
| 30D | -2.2% | +11.4% | -13.6% | -1.6% |
| 3M | -5.9% | -6.8% | +0.9% | -6.0% |
| 6M | -5.7% | -14.6% | +8.9% | -5.8% |
| YTD | -17.8% | -20.6% | +2.8% | -17.4% |
| 1Y | -23.1% | -15.4% | -7.8% | -24.0% |
| All | -23.1% | -15.0% | -8.1% | -24.0% |
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