+73.4%
WBD vs WU
-9.1%
+82.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.5% |
| 7D | -0.7% | -3.5% | +2.7% | -0.9% |
| 30D | +1.4% | -2.9% | +4.4% | +1.3% |
| 3M | +4.4% | -2.3% | +6.7% | +4.3% |
| 6M | +0.8% | -25.4% | +26.2% | +0.6% |
| YTD | -2.7% | -21.2% | +18.5% | -2.5% |
| 1Y | +73.4% | -8.9% | +82.3% | +72.5% |
| All | +73.4% | -9.1% | +82.5% | +72.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling