+262.0%
TER vs WU
-24.9%
+286.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.7% |
| 7D | +0.6% | -0.8% | +1.4% | +0.8% |
| 30D | -8.3% | -1.1% | -7.2% | -8.1% |
| 3M | -12.2% | -3.9% | -8.4% | -13.6% |
| 6M | +17.1% | -20.7% | +37.7% | +22.9% |
| YTD | +84.7% | -18.4% | +103.0% | +90.5% |
| 1Y | +199.9% | -8.1% | +208.0% | +189.7% |
| All | +262.0% | -24.9% | +286.9% | +277.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling