+6,034.5%
FIX vs WU
-40.9%
+6,075.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | +3.5% | -4.9% | +8.5% | +5.5% |
| 30D | -3.5% | -1.3% | -2.2% | -3.4% |
| 3M | -11.8% | -3.6% | -8.2% | -13.1% |
| 6M | +17.8% | -24.3% | +42.1% | +28.4% |
| YTD | +73.3% | -21.1% | +94.4% | +83.5% |
| 1Y | +128.1% | -10.3% | +138.4% | +126.2% |
| 3Y | +772.7% | -28.4% | +801.0% | +820.8% |
| 5Y | +2,166.5% | -51.2% | +2,217.7% | +2,785.3% |
| 10Y | +6,034.5% | -39.6% | +6,074.1% | +6,908.4% |
| All | +6,034.5% | -40.9% | +6,075.3% | +6,908.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling