+78.6%
UUUU vs WTW
+42.0%
+36.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | -10.5% | -5.7% | -4.8% | -9.0% |
| 30D | -10.5% | -7.3% | -3.3% | -8.7% |
| 3M | -14.1% | +21.5% | -35.6% | -19.5% |
| 6M | -35.5% | +9.6% | -45.1% | -38.0% |
| YTD | -10.9% | -3.3% | -7.7% | -10.1% |
| 1Y | +3.4% | -6.1% | +9.5% | +6.0% |
| 3Y | +73.1% | +61.8% | +11.3% | +11.8% |
| All | +78.6% | +42.0% | +36.6% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling