+115.0%
ILMN vs WU
-11.3%
+126.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -3.2% |
| 7D | +1.9% | -0.8% | +2.7% | +1.9% |
| 30D | +12.3% | -1.1% | +13.4% | +12.3% |
| 3M | +33.5% | -1.8% | +35.4% | +32.7% |
| 6M | +69.4% | -23.9% | +93.3% | +68.7% |
| YTD | +60.9% | -20.4% | +81.3% | +60.6% |
| 1Y | +115.0% | -10.6% | +125.5% | +118.8% |
| All | +115.0% | -11.3% | +126.3% | +118.8% |
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