+554.8%
MA vs WU
-36.4%
+591.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -0.3% | +9.1% | -9.4% | -4.2% |
| 30D | +11.3% | +12.1% | -0.8% | +5.8% |
| 3M | +16.7% | +0.3% | +16.3% | +15.9% |
| 6M | +32.8% | -19.1% | +51.9% | +42.6% |
| YTD | +15.6% | -19.2% | +34.8% | +23.5% |
| 1Y | +19.6% | -15.3% | +34.9% | +24.7% |
| 3Y | +72.1% | -21.3% | +93.4% | +78.7% |
| 5Y | +96.0% | -41.7% | +137.7% | +133.0% |
| 10Y | +554.8% | -36.0% | +590.7% | +606.6% |
| All | +554.8% | -36.4% | +591.2% | +606.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling