+72.9%
PBR vs WU
-18.0%
+90.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.4% | -12.4% | -6.5% |
| 7D | -11.0% | +8.2% | -19.2% | -10.5% |
| 30D | -18.8% | +8.0% | -26.8% | -18.2% |
| 3M | +7.8% | -6.6% | +14.5% | +7.5% |
| 6M | -7.6% | -23.3% | +15.7% | -7.8% |
| YTD | +72.7% | -22.4% | +95.1% | +71.7% |
| 1Y | +72.9% | -18.0% | +90.9% | +74.0% |
| All | +72.9% | -18.0% | +90.9% | +74.0% |
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