+148.6%
TE vs WU
-8.3%
+156.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.3% |
| 7D | -4.0% | -0.8% | -3.1% | -4.0% |
| 30D | -15.9% | -1.1% | -14.8% | -15.9% |
| 3M | -60.5% | -3.9% | -56.7% | -61.2% |
| 6M | -35.2% | -20.7% | -14.6% | -40.5% |
| YTD | -31.1% | -18.4% | -12.8% | -33.4% |
| 1Y | +148.6% | -8.1% | +156.7% | +183.7% |
| All | +148.6% | -8.3% | +156.9% | +183.7% |
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