+122.9%
FIX vs WU
-8.3%
+131.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +1.9% |
| 7D | +6.0% | -0.8% | +6.9% | +6.0% |
| 30D | -7.2% | -1.1% | -6.1% | -7.3% |
| 3M | -15.9% | -3.9% | -12.0% | -16.9% |
| 6M | +12.7% | -20.7% | +33.4% | +15.0% |
| YTD | +72.8% | -18.4% | +91.2% | +73.3% |
| 1Y | +122.9% | -8.1% | +131.0% | +90.1% |
| All | +122.9% | -8.3% | +131.2% | +90.1% |
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