+222.3%
WAB vs UUUU
+79.1%
+143.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.0% | +1.6% |
| 7D | +0.1% | -10.5% | +10.6% | +1.3% |
| 30D | -4.1% | -10.5% | +6.4% | -3.1% |
| 3M | +8.2% | -14.1% | +22.3% | +9.3% |
| 6M | +15.4% | -35.5% | +50.9% | +19.3% |
| YTD | +33.1% | -10.9% | +44.1% | +30.7% |
| 1Y | +48.1% | +3.4% | +44.7% | +39.4% |
| 3Y | +167.7% | +73.1% | +94.6% | +121.4% |
| All | +222.3% | +79.1% | +143.2% | +152.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling