-17.3%
META vs WU
-8.3%
-9.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +6.7% | -0.8% | +7.5% | +6.8% |
| 30D | +4.8% | -1.1% | +5.9% | +4.8% |
| 3M | -1.6% | -3.9% | +2.2% | -1.8% |
| 6M | -7.5% | -20.7% | +13.2% | -6.0% |
| YTD | -6.4% | -18.4% | +12.0% | -5.3% |
| 1Y | -17.3% | -8.1% | -9.3% | -17.6% |
| All | -17.3% | -8.3% | -9.1% | -17.6% |
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 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