+75.0%
KEEL vs WU
-9.1%
+84.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.8% |
| 7D | +2.9% | -3.5% | +6.4% | +2.5% |
| 30D | +0.8% | -2.9% | +3.8% | +0.5% |
| 3M | -35.3% | -2.3% | -33.1% | -37.3% |
| 6M | +59.4% | -25.4% | +84.7% | +61.2% |
| YTD | +51.9% | -21.2% | +73.1% | +52.0% |
| 1Y | +75.0% | -8.9% | +83.9% | +52.5% |
| All | +75.0% | -9.1% | +84.1% | +52.5% |
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