+9.2%
GAP vs WU
-18.0%
+27.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.4% | +2.6% | +6.7% |
| 7D | +8.0% | +8.2% | -0.3% | +6.1% |
| 30D | +2.7% | +8.0% | -5.3% | +0.9% |
| 3M | +16.0% | -6.6% | +22.7% | +17.3% |
| 6M | +2.0% | -23.3% | +25.3% | +8.2% |
| YTD | -4.4% | -22.4% | +18.0% | +1.8% |
| 1Y | +9.2% | -18.0% | +27.2% | +14.8% |
| All | +9.2% | -18.0% | +27.2% | +14.8% |
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