-92.5%
UUUU vs WTW
+357.1%
-449.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.5% | -6.9% | -6.6% |
| 7D | -5.0% | -7.8% | +2.8% | -1.6% |
| 30D | -7.8% | -7.9% | +0.1% | -4.6% |
| 3M | -0.4% | +19.9% | -20.4% | -9.3% |
| 6M | -32.9% | +9.8% | -42.7% | -37.5% |
| YTD | -6.3% | -3.3% | -2.9% | -8.0% |
| 1Y | +7.9% | -3.3% | +11.2% | +5.9% |
| 3Y | +85.2% | +61.5% | +23.6% | +34.4% |
| 5Y | +97.0% | +42.6% | +54.4% | +53.5% |
| 10Y | +492.6% | +197.1% | +295.6% | +224.2% |
| All | -92.5% | +357.1% | -449.6% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling