+3,800.0%
FIX vs WU
-36.4%
+3,836.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.3% | +9.7% | +9.5% |
| 7D | -7.2% | +9.1% | -16.3% | -10.8% |
| 30D | -35.1% | +12.1% | -47.2% | -38.4% |
| 3M | -34.3% | +0.3% | -34.6% | -35.4% |
| 6M | -42.9% | -19.1% | -23.8% | -40.1% |
| YTD | +19.5% | -19.2% | +38.7% | +23.9% |
| 1Y | +16.8% | -15.3% | +32.1% | +18.0% |
| 3Y | +506.7% | -21.3% | +528.0% | +508.5% |
| 5Y | +1,046.7% | -41.7% | +1,088.4% | +1,198.8% |
| 10Y | +3,800.0% | -36.0% | +3,836.0% | +4,090.9% |
| All | +3,800.0% | -36.4% | +3,836.4% | +4,090.9% |
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