+86.4%
U vs WU
-20.5%
+106.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.6% |
| 7D | +24.4% | +11.0% | +13.3% | +19.9% |
| 30D | +7.4% | +13.4% | -6.0% | +2.8% |
| 3M | +16.8% | +2.2% | +14.6% | +15.6% |
| 6M | +78.8% | -18.2% | +97.0% | +88.6% |
| YTD | +14.0% | -18.3% | +32.3% | +20.0% |
| 1Y | +16.7% | -12.2% | +28.9% | +18.7% |
| 3Y | +86.4% | -20.8% | +107.2% | +90.8% |
| All | +86.4% | -20.5% | +106.8% | +90.8% |
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