-57.8%
UUUU vs WTW
+8.6%
-66.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | 0.0% |
| 7D | -14.4% | +4.9% | -19.3% | -13.2% |
| 30D | -33.6% | +17.1% | -50.7% | -30.7% |
| 3M | -44.2% | -0.3% | -43.8% | -44.2% |
| 6M | -66.8% | +30.7% | -97.4% | -63.3% |
| YTD | -50.6% | +3.7% | -54.3% | -46.5% |
| 1Y | -57.8% | +5.9% | -63.7% | -56.4% |
| All | -57.8% | +8.6% | -66.4% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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