+73.1%
UUUU vs WTW
+61.9%
+11.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | -10.5% | -5.7% | -4.8% | -11.2% |
| 30D | -10.5% | -7.3% | -3.3% | -11.4% |
| 3M | -14.1% | +21.5% | -35.6% | -11.1% |
| 6M | -35.5% | +9.6% | -45.1% | -33.5% |
| YTD | -10.9% | -3.3% | -7.7% | -8.0% |
| 1Y | +3.4% | -6.1% | +9.5% | +6.5% |
| 3Y | +73.1% | +61.8% | +11.3% | +69.8% |
| All | +73.1% | +61.9% | +11.2% | +69.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling