+2,279.4%
WAB vs WU
-21.8%
+2,301.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.5% |
| 7D | +5.1% | -2.0% | +7.1% | +6.0% |
| 30D | +4.0% | +11.4% | -7.4% | -1.9% |
| 3M | +0.1% | -6.8% | +6.9% | +2.4% |
| 6M | +12.8% | -14.6% | +27.4% | +17.5% |
| YTD | +40.1% | -20.6% | +60.7% | +49.8% |
| 1Y | +46.4% | -15.4% | +61.7% | +51.2% |
| 3Y | +167.4% | -23.6% | +191.0% | +179.9% |
| 5Y | +215.0% | -43.4% | +258.4% | +272.6% |
| 10Y | +269.2% | -38.8% | +308.0% | +304.8% |
| All | +2,279.4% | -21.8% | +2,301.2% | +1,788.4% |
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