+164.9%
WAB vs UUUU
+83.7%
+81.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.3% | +0.4% |
| 7D | -0.2% | -5.0% | +4.8% | +0.2% |
| 30D | -5.9% | -7.8% | +1.9% | -5.4% |
| 3M | +9.4% | -0.4% | +9.8% | +9.0% |
| 6M | +13.8% | -32.9% | +46.7% | +16.1% |
| YTD | +31.8% | -6.3% | +38.0% | +29.9% |
| 1Y | +48.5% | +7.9% | +40.6% | +42.2% |
| All | +164.9% | +83.7% | +81.2% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling