-85.6%
SMR vs WU
-18.0%
-67.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.4% | -9.9% | -5.1% |
| 7D | -9.5% | +8.2% | -17.7% | -10.5% |
| 30D | -33.2% | +8.0% | -41.2% | -34.0% |
| 3M | -45.9% | -6.6% | -39.3% | -45.5% |
| 6M | -57.9% | -23.3% | -34.6% | -56.6% |
| YTD | -63.8% | -22.4% | -41.4% | -62.5% |
| 1Y | -85.6% | -18.0% | -67.6% | -84.9% |
| All | -85.6% | -18.0% | -67.6% | -84.9% |
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 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