-94.6%
IRE vs WU
-19.8%
-74.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.6% | -2.0% | +41.6% | +37.7% |
| 7D | -27.2% | +11.7% | -38.9% | -17.2% |
| 30D | -75.1% | +12.6% | -87.7% | -71.4% |
| 3M | -77.9% | -0.5% | -77.4% | -75.7% |
| 6M | -94.6% | -18.2% | -76.4% | -93.7% |
| All | -94.6% | -19.8% | -74.8% | -93.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling