+34.5%
S vs WU
-15.0%
+49.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.6% |
| 7D | +2.0% | -2.0% | +4.0% | +2.3% |
| 30D | -2.7% | +11.4% | -14.1% | -5.2% |
| 3M | -6.9% | -6.8% | -0.1% | -5.2% |
| 6M | +38.1% | -14.6% | +52.7% | +41.9% |
| YTD | +48.0% | -20.6% | +68.6% | +54.7% |
| 1Y | +34.5% | -15.4% | +49.8% | +37.4% |
| All | +34.5% | -15.0% | +49.5% | +37.4% |
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