+55.3%
ON vs WU
-9.1%
+64.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.5% |
| 7D | +2.4% | -3.5% | +5.8% | +2.3% |
| 30D | -8.6% | -2.9% | -5.7% | -8.7% |
| 3M | -34.3% | -2.3% | -32.1% | -34.7% |
| 6M | +28.5% | -25.4% | +53.9% | +32.1% |
| YTD | +40.6% | -21.2% | +61.8% | +43.1% |
| 1Y | +55.3% | -8.9% | +64.2% | +52.3% |
| All | +55.3% | -9.1% | +64.4% | +52.3% |
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