+10,232.7%
MA vs WU
-20.2%
+10,252.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.4% |
| 7D | +2.3% | +11.7% | -9.4% | -2.8% |
| 30D | +14.7% | +12.6% | +2.1% | +8.4% |
| 3M | +13.5% | -0.5% | +14.0% | +13.1% |
| 6M | +33.1% | -18.2% | +51.3% | +42.1% |
| YTD | +15.1% | -19.0% | +34.1% | +22.7% |
| 1Y | +18.7% | -16.7% | +35.4% | +24.7% |
| 3Y | +72.1% | -21.0% | +93.1% | +79.0% |
| 5Y | +92.8% | -41.7% | +134.5% | +126.1% |
| 10Y | +571.6% | -35.0% | +606.7% | +631.1% |
| All | +10,232.7% | -20.2% | +10,252.9% | +9,276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling