+29.4%
NDAQ vs WU
-18.0%
+47.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.9% | +1.9% |
| 7D | +3.9% | +8.2% | -4.3% | +2.9% |
| 30D | +19.0% | +8.0% | +11.0% | +17.9% |
| 3M | +17.6% | -6.6% | +24.2% | +18.2% |
| 6M | +21.0% | -23.3% | +44.2% | +23.3% |
| YTD | +14.1% | -22.4% | +36.5% | +14.8% |
| 1Y | +29.4% | -18.0% | +47.4% | +30.2% |
| All | +29.4% | -18.0% | +47.4% | +30.2% |
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 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