+23.7%
FITB vs WU
-11.2%
+34.8%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.6% |
| 7D | -1.0% | -5.0% | +4.0% | -0.1% |
| 30D | -5.5% | -2.3% | -3.2% | -5.2% |
| 3M | +4.1% | -3.2% | +7.3% | +3.4% |
| 6M | +18.7% | -25.0% | +43.8% | +25.5% |
| YTD | +18.2% | -21.7% | +39.8% | +23.5% |
| 1Y | +23.7% | -9.0% | +32.6% | +22.7% |
| All | +23.7% | -11.2% | +34.8% | +22.7% |
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 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