+2,158.8%
WAB vs WU
-19.6%
+2,178.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | -4.4% | -1.1% | -3.3% | -4.1% |
| 3M | +7.9% | -3.9% | +11.7% | +7.3% |
| 6M | +8.7% | -20.7% | +29.4% | +18.1% |
| YTD | +33.0% | -18.4% | +51.3% | +41.7% |
| 1Y | +46.7% | -8.1% | +54.7% | +45.4% |
| 3Y | +153.0% | -24.2% | +177.2% | +167.1% |
| 5Y | +222.3% | -50.4% | +272.7% | +313.1% |
| 10Y | +291.0% | -40.0% | +331.0% | +338.1% |
| All | +2,158.8% | -19.6% | +2,178.4% | +1,686.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling