+120.1%
SPOT vs WU
-43.8%
+163.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.0% |
| 7D | +1.6% | -2.0% | +3.6% | +2.1% |
| 30D | +16.9% | +11.4% | +5.5% | +14.0% |
| 3M | +23.0% | -6.8% | +29.8% | +24.7% |
| 6M | +42.2% | -14.6% | +56.8% | +46.0% |
| YTD | +5.5% | -20.6% | +26.1% | +9.9% |
| 1Y | -5.1% | -15.4% | +10.3% | -2.7% |
| 3Y | +257.9% | -23.6% | +281.5% | +262.1% |
| All | +120.1% | -43.8% | +163.9% | +148.6% |
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