-10.6%
GAP vs WU
-15.0%
+4.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.2% |
| 7D | -1.9% | -2.0% | +0.1% | -1.4% |
| 30D | -7.1% | +11.4% | -18.5% | -9.6% |
| 3M | +4.1% | -6.8% | +10.9% | +5.4% |
| 6M | +1.9% | -14.6% | +16.5% | +5.5% |
| YTD | -15.2% | -20.6% | +5.4% | -9.5% |
| 1Y | -10.6% | -15.4% | +4.7% | -9.0% |
| All | -10.6% | -15.0% | +4.4% | -9.0% |
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