+13.6%
KMB vs WU
-18.0%
+31.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.4% | -1.3% | +3.2% |
| 7D | +0.4% | +8.2% | -7.9% | -0.9% |
| 30D | +14.0% | +8.0% | +6.0% | +12.6% |
| 3M | -1.3% | -6.6% | +5.3% | -0.7% |
| 6M | +16.7% | -23.3% | +39.9% | +18.0% |
| YTD | +12.0% | -22.4% | +34.4% | +13.3% |
| 1Y | +13.6% | -18.0% | +31.6% | +14.5% |
| All | +13.6% | -18.0% | +31.6% | +14.5% |
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