+217.0%
W vs WU
-35.7%
+252.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.6% |
| 7D | +1.1% | +11.0% | -10.0% | -6.7% |
| 30D | +6.4% | +13.4% | -7.0% | -3.3% |
| 3M | +9.0% | +2.2% | +6.7% | +5.8% |
| 6M | +69.8% | -18.2% | +88.0% | +91.6% |
| YTD | +12.1% | -18.3% | +30.3% | +24.2% |
| 1Y | 0.0% | -12.2% | +12.2% | +4.4% |
| 3Y | +160.3% | -20.8% | +181.2% | +192.7% |
| 5Y | -53.3% | -42.6% | -10.7% | -34.1% |
| 10Y | +217.0% | -35.5% | +252.4% | +281.7% |
| All | +217.0% | -35.7% | +252.6% | +281.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling