+75.8%
PR vs WU
-16.0%
+91.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +1.7% |
| 7D | -16.4% | +11.7% | -28.1% | -15.3% |
| 30D | -1.9% | +12.6% | -14.5% | -0.5% |
| 3M | +8.0% | -0.5% | +8.5% | +8.5% |
| 6M | +4.1% | -18.2% | +22.3% | +5.0% |
| YTD | +58.7% | -19.0% | +77.7% | +59.3% |
| 1Y | +75.8% | -16.7% | +92.5% | +76.3% |
| All | +75.8% | -16.0% | +91.9% | +76.3% |
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