+9,055.4%
MA vs WU
-19.6%
+9,075.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.7% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | +1.5% | -1.1% | +2.6% | +1.9% |
| 3M | +20.4% | -3.9% | +24.3% | +20.1% |
| 6M | +11.1% | -20.7% | +31.8% | +20.5% |
| YTD | +2.0% | -18.4% | +20.3% | +8.9% |
| 1Y | -2.2% | -8.1% | +5.9% | -2.0% |
| 3Y | +41.9% | -24.2% | +66.0% | +50.7% |
| 5Y | +75.4% | -50.4% | +125.8% | +123.0% |
| 10Y | +527.5% | -40.0% | +567.6% | +611.4% |
| All | +9,055.4% | -19.6% | +9,075.0% | +8,220.4% |
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