+36.3%
M vs WU
-11.3%
+47.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -2.2% |
| 7D | +2.4% | -0.8% | +3.2% | +2.5% |
| 30D | -11.6% | -1.1% | -10.5% | -11.5% |
| 3M | +1.6% | -1.8% | +3.4% | +0.5% |
| 6M | +25.2% | -23.9% | +49.1% | +31.0% |
| YTD | +3.8% | -20.4% | +24.2% | +7.8% |
| 1Y | +36.3% | -10.6% | +46.9% | +37.8% |
| All | +36.3% | -11.3% | +47.6% | +37.8% |
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