+53.9%
WM vs UUUU
+126.1%
-72.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.2% |
| 7D | -0.3% | -1.4% | +1.1% | -0.3% |
| 30D | -2.4% | +16.3% | -18.7% | -2.5% |
| 3M | +0.4% | -16.7% | +17.1% | +0.7% |
| 6M | -9.5% | -33.7% | +24.2% | -9.0% |
| YTD | +0.5% | -0.5% | +1.0% | -0.1% |
| 1Y | -1.1% | +28.9% | -29.9% | -2.9% |
| 3Y | +46.0% | +99.9% | -53.8% | +38.8% |
| All | +53.9% | +126.1% | -72.2% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling