+19.8%
U vs WU
-15.1%
+34.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.7% | -0.5% |
| 7D | +16.9% | +2.1% | +14.8% | +16.3% |
| 30D | +6.4% | +10.1% | -3.8% | +4.0% |
| 3M | +13.2% | -1.1% | +14.3% | +12.9% |
| 6M | +84.8% | -19.8% | +104.6% | +86.8% |
| YTD | +12.4% | -20.8% | +33.2% | +15.7% |
| 1Y | +19.8% | -15.1% | +34.9% | +23.3% |
| All | +19.8% | -15.1% | +34.9% | +23.3% |
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