+336.4%
WM vs SPXU
-99.5%
+435.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.2% |
| 7D | +1.2% | +7.6% | -6.4% | +2.6% |
| 30D | +13.1% | +17.5% | -4.4% | +16.5% |
| 3M | +3.6% | +14.7% | -11.0% | +6.4% |
| 6M | +8.1% | -0.1% | +8.1% | +8.3% |
| YTD | +8.9% | -19.8% | +28.7% | +5.1% |
| 1Y | +20.3% | -23.7% | +44.1% | +15.2% |
| 3Y | +46.2% | -79.5% | +125.7% | +11.4% |
| 5Y | +59.9% | -81.9% | +141.8% | +29.6% |
| All | +336.4% | -99.5% | +435.9% | +97.7% |
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