+310.4%
WM vs UUUU
+524.5%
-214.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.2% | +1.8% | -3.0% | -1.2% |
| 30D | -4.5% | +1.8% | -6.3% | -4.6% |
| 3M | -2.2% | +1.3% | -3.4% | -2.4% |
| 6M | -11.5% | -26.8% | +15.3% | -11.0% |
| YTD | -0.7% | +0.1% | -0.7% | -1.8% |
| 1Y | +0.3% | +11.2% | -10.9% | -1.9% |
| 3Y | +44.2% | +97.7% | -53.5% | +34.9% |
| 5Y | +51.6% | +127.3% | -75.7% | +37.3% |
| 10Y | +310.4% | +532.6% | -222.2% | +220.1% |
| All | +310.4% | +524.5% | -214.0% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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