-70.2%
SMR vs WU
-11.2%
-59.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.8% | -5.4% |
| 7D | +4.7% | -5.0% | +9.7% | +5.6% |
| 30D | +3.2% | -2.3% | +5.5% | +3.5% |
| 3M | +9.9% | -3.2% | +13.1% | +6.5% |
| 6M | -15.1% | -25.0% | +9.9% | -11.1% |
| YTD | -27.9% | -21.7% | -6.3% | -24.9% |
| 1Y | -70.2% | -9.0% | -61.3% | -70.2% |
| All | -70.2% | -11.2% | -59.1% | -70.2% |
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