+35.4%
MAS vs WU
-16.0%
+51.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.4% | -1.0% |
| 7D | +2.4% | +11.7% | -9.3% | -1.2% |
| 30D | +19.8% | +12.6% | +7.2% | +15.5% |
| 3M | +9.8% | -0.5% | +10.3% | +9.2% |
| 6M | +15.8% | -18.2% | +34.0% | +20.3% |
| YTD | +31.8% | -19.0% | +50.8% | +38.0% |
| 1Y | +35.4% | -16.7% | +52.1% | +40.0% |
| All | +35.4% | -16.0% | +51.4% | +40.0% |
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