-10.5%
T vs WU
-11.2%
+0.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | -3.1% | -4.9% | +1.8% | -2.9% |
| 30D | +4.6% | -1.3% | +5.9% | +4.6% |
| 3M | +12.2% | -3.6% | +15.8% | +12.1% |
| 6M | -6.5% | -24.3% | +17.9% | -5.3% |
| YTD | +4.9% | -21.1% | +26.0% | +5.4% |
| 1Y | -10.5% | -10.3% | -0.2% | -12.5% |
| All | -10.5% | -11.2% | +0.8% | -12.5% |
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 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