+11.4%
WBD vs WU
-39.1%
+50.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.8% |
| 7D | -0.7% | -3.5% | +2.7% | +0.9% |
| 30D | +1.4% | -2.9% | +4.4% | +2.6% |
| 3M | +4.4% | -2.3% | +6.7% | +2.4% |
| 6M | +0.8% | -25.4% | +26.2% | +13.0% |
| YTD | -2.7% | -21.2% | +18.5% | +5.2% |
| 1Y | +73.4% | -8.9% | +82.3% | +70.5% |
| 3Y | +142.1% | -29.0% | +171.1% | +168.2% |
| 5Y | +7.2% | -50.7% | +58.0% | +43.4% |
| All | +11.4% | -39.1% | +50.5% | +35.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling