+218.2%
GLD vs WU
-40.9%
+259.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | +0.1% | -4.9% | +5.1% | +0.2% |
| 30D | +0.2% | -1.3% | +1.5% | +0.2% |
| 3M | +3.2% | -3.6% | +6.8% | +3.2% |
| 6M | -14.6% | -24.3% | +9.7% | -14.6% |
| YTD | +1.8% | -21.1% | +22.9% | +1.8% |
| 1Y | +20.7% | -10.3% | +31.1% | +20.7% |
| 3Y | +126.5% | -28.4% | +154.9% | +126.5% |
| 5Y | +140.0% | -51.2% | +191.3% | +139.3% |
| 10Y | +218.2% | -39.6% | +257.9% | +224.7% |
| All | +218.2% | -40.9% | +259.1% | +224.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling