+288.2%
WAB vs SPXU
-99.5%
+387.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | +0.6% |
| 7D | -0.2% | +6.4% | -6.6% | +2.0% |
| 30D | -5.9% | +5.9% | -11.8% | -3.8% |
| 3M | +9.4% | -11.7% | +21.0% | +5.3% |
| 6M | +13.8% | -28.7% | +42.5% | +2.9% |
| YTD | +31.8% | -26.4% | +58.1% | +21.0% |
| 1Y | +48.5% | -35.2% | +83.8% | +31.6% |
| 3Y | +167.0% | -79.8% | +246.8% | +74.5% |
| 5Y | +222.3% | -86.1% | +308.4% | +116.9% |
| All | +288.2% | -99.5% | +387.7% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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