+69.9%
PR vs WU
-14.8%
+84.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +1.1% |
| 7D | -9.5% | +11.0% | -20.5% | -8.3% |
| 30D | -5.7% | +13.4% | -19.1% | -4.3% |
| 3M | +3.0% | +2.2% | +0.8% | +3.7% |
| 6M | +11.8% | -18.2% | +30.0% | +13.0% |
| YTD | +58.5% | -18.3% | +76.8% | +59.2% |
| 1Y | +69.9% | -12.2% | +82.0% | +69.1% |
| All | +69.9% | -14.8% | +84.6% | +69.1% |
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