-97.7%
IRE vs WU
-18.0%
-79.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +5.4% | -28.7% | -19.0% |
| 7D | -46.8% | +8.2% | -55.0% | -42.5% |
| 30D | -75.5% | +8.0% | -83.5% | -73.4% |
| 3M | -79.4% | -6.6% | -72.8% | -79.5% |
| 6M | -91.3% | -23.3% | -68.0% | -93.0% |
| YTD | -90.8% | -22.4% | -68.4% | -92.5% |
| 1Y | -97.7% | -18.0% | -79.7% | -98.0% |
| All | -97.7% | -18.0% | -79.7% | -98.0% |
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