+222.2%
WAB vs WU
-44.4%
+266.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.9% |
| 7D | +3.1% | +2.1% | +1.0% | +2.4% |
| 30D | +6.4% | +10.1% | -3.7% | +3.6% |
| 3M | +2.2% | -1.1% | +3.3% | +2.0% |
| 6M | +13.7% | -19.8% | +33.5% | +19.1% |
| YTD | +43.0% | -20.8% | +63.8% | +49.5% |
| 1Y | +47.0% | -15.1% | +62.1% | +50.1% |
| 3Y | +174.4% | -23.2% | +197.6% | +182.6% |
| 5Y | +222.2% | -42.6% | +264.8% | +269.1% |
| All | +222.2% | -44.4% | +266.6% | +269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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