+328.7%
WM vs SPXU
-99.5%
+428.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.2% | -1.1% |
| 7D | -0.5% | -1.5% | +1.0% | -0.6% |
| 30D | +13.3% | +9.7% | +3.6% | +15.4% |
| 3M | +4.4% | +8.4% | -4.1% | +6.2% |
| 6M | +10.8% | -5.7% | +16.6% | +10.0% |
| YTD | +9.1% | -25.4% | +34.5% | +4.0% |
| 1Y | +19.1% | -28.9% | +48.0% | +12.7% |
| 3Y | +45.7% | -81.2% | +126.8% | +9.4% |
| 5Y | +60.4% | -83.3% | +143.7% | +28.2% |
| 10Y | +328.7% | -99.5% | +428.2% | +95.8% |
| All | +328.7% | -99.5% | +428.2% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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