+130.7%
REPL vs WU
-18.0%
+148.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | +7.2% |
| 7D | +28.8% | +8.2% | +20.6% | +42.0% |
| 30D | +57.3% | +8.0% | +49.3% | +72.1% |
| 3M | +73.6% | -6.6% | +80.2% | +51.0% |
| 6M | +582.8% | -23.3% | +606.1% | +517.6% |
| YTD | +112.9% | -22.4% | +135.3% | +95.0% |
| 1Y | +130.7% | -18.0% | +148.6% | +111.8% |
| All | +130.7% | -18.0% | +148.6% | +111.8% |
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 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