+455.3%
PL vs WU
-21.7%
+477.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.0% | +12.4% | +10.9% |
| 7D | -6.8% | +11.7% | -18.5% | -10.0% |
| 30D | -29.3% | +12.6% | -41.9% | -32.1% |
| 3M | -44.8% | -0.5% | -44.3% | -44.8% |
| 6M | -68.4% | -18.2% | -50.2% | -66.7% |
| YTD | -36.4% | -19.0% | -17.4% | -33.5% |
| 1Y | +0.7% | -16.7% | +17.4% | +3.6% |
| 3Y | +455.3% | -21.0% | +476.3% | +467.5% |
| All | +455.3% | -21.7% | +477.0% | +467.5% |
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