+389.7%
TPR vs WU
-36.4%
+426.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +12.7% | +9.1% | +3.6% | +7.7% |
| 30D | +17.1% | +12.1% | +5.0% | +10.2% |
| 3M | -15.9% | +0.3% | -16.2% | -16.9% |
| 6M | +2.6% | -19.1% | +21.8% | +11.5% |
| YTD | +7.5% | -19.2% | +26.7% | +15.7% |
| 1Y | +32.9% | -15.3% | +48.2% | +38.5% |
| 3Y | +413.8% | -21.3% | +435.2% | +437.8% |
| 5Y | +263.9% | -41.7% | +305.5% | +346.2% |
| 10Y | +389.7% | -36.0% | +425.7% | +477.5% |
| All | +389.7% | -36.4% | +426.1% | +477.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling