+34.1%
MSCI vs WU
-21.7%
+55.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.8% |
| 7D | +2.8% | +11.7% | -8.9% | +0.4% |
| 30D | +15.4% | +12.6% | +2.8% | +12.4% |
| 3M | +13.4% | -0.5% | +13.9% | +13.2% |
| 6M | +10.9% | -18.2% | +29.1% | +14.9% |
| YTD | +13.0% | -19.0% | +32.0% | +16.8% |
| 1Y | +12.0% | -16.7% | +28.7% | +14.9% |
| 3Y | +34.1% | -21.0% | +55.1% | +42.2% |
| All | +34.1% | -21.7% | +55.8% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling