-85.1%
RUN vs WU
-43.8%
-41.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.6% |
| 7D | -13.5% | -2.0% | -11.5% | -12.8% |
| 30D | +18.3% | +11.4% | +6.9% | +12.4% |
| 3M | -12.5% | -6.8% | -5.7% | -9.7% |
| 6M | -40.3% | -14.6% | -25.7% | -37.0% |
| YTD | -53.1% | -20.6% | -32.5% | -49.2% |
| 1Y | -54.3% | -15.4% | -38.9% | -52.3% |
| 3Y | -6.5% | -23.6% | +17.1% | +4.1% |
| All | -85.1% | -43.8% | -41.3% | -82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling