+230.8%
RDW vs WU
-28.7%
+259.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | +0.9% | -3.5% | +4.3% | +1.9% |
| 30D | -21.3% | -2.9% | -18.3% | -20.7% |
| 3M | -37.9% | -2.3% | -35.6% | -39.6% |
| 6M | +12.3% | -25.4% | +37.6% | +22.7% |
| YTD | +39.7% | -21.2% | +60.9% | +47.8% |
| 1Y | +25.7% | -8.9% | +34.5% | +20.6% |
| 3Y | +230.8% | -29.0% | +259.8% | +248.8% |
| All | +230.8% | -28.7% | +259.6% | +248.8% |
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