-4.7%
REPL vs WU
-42.4%
+37.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -9.6% | -4.9% | -4.6% | -9.3% |
| 30D | +5.7% | -1.3% | +7.0% | +5.8% |
| 3M | +56.4% | -3.6% | +60.0% | +52.2% |
| 6M | +67.4% | -24.3% | +91.8% | +74.3% |
| YTD | +48.7% | -21.1% | +69.8% | +52.1% |
| 1Y | +148.3% | -10.3% | +158.6% | +142.0% |
| 3Y | -26.7% | -28.4% | +1.7% | -29.2% |
| 5Y | -54.1% | -51.2% | -2.9% | -47.0% |
| All | -4.7% | -42.4% | +37.7% | -7.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling