+1,721.6%
WAB vs UUUU
-92.0%
+1,813.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | +0.2% | +1.8% | -1.6% | +0.1% |
| 30D | -4.6% | +1.8% | -6.4% | -4.8% |
| 3M | +5.6% | +1.3% | +4.4% | +5.1% |
| 6M | +13.8% | -26.8% | +40.6% | +15.4% |
| YTD | +31.9% | +0.1% | +31.8% | +29.5% |
| 1Y | +48.3% | +11.2% | +37.0% | +42.9% |
| 3Y | +167.1% | +97.7% | +69.5% | +139.9% |
| 5Y | +222.9% | +127.3% | +95.5% | +179.6% |
| 10Y | +289.9% | +532.6% | -242.7% | +194.9% |
| All | +1,721.6% | -92.0% | +1,813.5% | +1,307.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling