+3,689.8%
FN vs WU
-2.6%
+3,692.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.5% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -22.0% | -1.1% | -20.9% | -21.9% |
| 3M | -43.0% | -3.9% | -39.1% | -43.0% |
| 6M | -27.7% | -20.7% | -7.1% | -22.6% |
| YTD | -10.5% | -18.4% | +7.8% | -5.7% |
| 1Y | +12.5% | -8.1% | +20.6% | +11.7% |
| 3Y | +153.8% | -24.2% | +178.0% | +165.6% |
| 5Y | +288.0% | -50.4% | +338.4% | +379.0% |
| 10Y | +906.4% | -40.0% | +946.5% | +978.4% |
| All | +3,689.8% | -2.6% | +3,692.3% | +2,953.7% |
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 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