+248.1%
WBD vs UUUU
-92.0%
+340.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -1.7% | +1.8% | -3.5% | -1.8% |
| 30D | +3.9% | +1.8% | +2.1% | +3.6% |
| 3M | +5.1% | +1.3% | +3.8% | +4.5% |
| 6M | +0.6% | -26.8% | +27.4% | +2.0% |
| YTD | -3.2% | +0.1% | -3.2% | -5.5% |
| 1Y | +127.7% | +11.2% | +116.4% | +116.8% |
| 3Y | +146.6% | +97.7% | +48.9% | +116.0% |
| 5Y | +4.2% | +127.3% | -123.2% | -11.5% |
| 10Y | +13.7% | +532.6% | -518.9% | -16.9% |
| All | +248.1% | -92.0% | +340.1% | +153.0% |
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