+143.5%
WBD vs WU
-29.2%
+172.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.2% |
| 7D | -0.6% | -5.0% | +4.4% | +0.8% |
| 30D | +4.2% | -2.3% | +6.4% | +4.7% |
| 3M | +7.5% | -3.2% | +10.7% | +6.2% |
| 6M | +1.6% | -25.0% | +26.6% | +10.2% |
| YTD | -2.2% | -21.7% | +19.5% | +3.7% |
| 1Y | +124.9% | -9.0% | +133.8% | +119.3% |
| All | +143.5% | -29.2% | +172.7% | +161.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling