+42.1%
U vs WU
-15.0%
+57.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.9% | +4.8% |
| 7D | +2.6% | -2.0% | +4.6% | +3.2% |
| 30D | +27.6% | +11.4% | +16.2% | +24.3% |
| 3M | +15.3% | -6.8% | +22.1% | +16.4% |
| 6M | +96.4% | -14.6% | +111.0% | +96.4% |
| YTD | +19.6% | -20.6% | +40.2% | +23.4% |
| 1Y | +42.1% | -15.4% | +57.5% | +48.5% |
| All | +42.1% | -15.0% | +57.1% | +48.5% |
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 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