+326.4%
WM vs UUUU
+399.3%
-72.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.8% | +8.1% | +0.5% |
| 7D | +1.2% | -6.9% | +8.1% | +1.3% |
| 30D | +13.7% | -32.3% | +46.0% | +14.8% |
| 3M | +5.2% | -52.8% | +58.1% | +7.3% |
| 6M | +11.2% | -68.5% | +79.7% | +14.6% |
| YTD | +9.4% | -53.6% | +63.1% | +10.4% |
| 1Y | +20.4% | -59.1% | +79.5% | +21.9% |
| 3Y | +44.7% | -14.7% | +59.4% | +38.7% |
| 5Y | +58.5% | -35.4% | +93.9% | +50.3% |
| 10Y | +326.4% | +378.0% | -51.6% | +240.8% |
| All | +326.4% | +399.3% | -72.9% | +240.8% |
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