+74.7%
PBR vs WU
-9.1%
+83.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | +5.4% | -3.5% | +8.8% | +5.2% |
| 30D | +22.9% | -2.9% | +25.8% | +22.7% |
| 3M | +19.6% | -2.3% | +21.9% | +19.2% |
| 6M | +16.5% | -25.4% | +41.8% | +16.0% |
| YTD | +86.7% | -21.2% | +107.9% | +86.0% |
| 1Y | +74.7% | -8.9% | +83.6% | +71.7% |
| All | +74.7% | -9.1% | +83.8% | +71.7% |
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