+261.5%
WAB vs SPXU
-99.5%
+361.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -0.4% |
| 7D | +5.1% | -7.6% | +12.6% | +2.4% |
| 30D | +4.0% | +5.3% | -1.3% | +6.9% |
| 3M | +0.1% | +9.6% | -9.5% | +4.6% |
| 6M | +12.8% | -4.5% | +17.3% | +13.2% |
| YTD | +40.1% | -25.9% | +66.0% | +30.4% |
| 1Y | +46.4% | -28.9% | +75.2% | +34.8% |
| 3Y | +167.4% | -80.5% | +247.8% | +73.6% |
| 5Y | +215.0% | -83.4% | +298.4% | +127.4% |
| All | +261.5% | -99.5% | +361.0% | +15.9% |
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