-83.2%
FIG vs WU
-3.6%
-79.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.2% |
| 7D | +3.4% | -2.0% | +5.4% | +4.2% |
| 30D | -9.5% | +11.4% | -20.9% | -14.6% |
| 3M | -26.2% | -6.8% | -19.4% | -24.4% |
| 6M | +2.7% | -14.6% | +17.3% | +8.1% |
| YTD | -48.0% | -20.6% | -27.3% | -43.0% |
| 1Y | -52.0% | -15.4% | -36.7% | -49.1% |
| All | -83.2% | -3.6% | -79.6% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling