-25.8%
TE vs WU
-18.0%
-7.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.4% | -9.0% | -3.4% |
| 7D | +3.8% | +8.2% | -4.4% | +3.9% |
| 30D | -26.2% | +8.0% | -34.2% | -26.2% |
| 3M | -49.7% | -6.6% | -43.1% | -49.4% |
| 6M | -46.5% | -23.3% | -23.2% | -48.7% |
| YTD | -59.1% | -22.4% | -36.7% | -58.3% |
| 1Y | -25.8% | -18.0% | -7.8% | -19.4% |
| All | -25.8% | -18.0% | -7.8% | -19.4% |
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