+1,056.6%
WM vs UUUU
-96.3%
+1,152.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.1% | -2.1% |
| 7D | +1.2% | -13.6% | +14.8% | +1.6% |
| 30D | +13.1% | -35.1% | +48.2% | +14.3% |
| 3M | +3.6% | -48.4% | +52.0% | +5.3% |
| 6M | +8.1% | -71.7% | +79.8% | +11.5% |
| YTD | +8.9% | -54.2% | +63.1% | +10.1% |
| 1Y | +20.3% | -56.0% | +76.3% | +21.6% |
| 3Y | +46.2% | -13.1% | +59.2% | +42.2% |
| 5Y | +59.9% | -35.2% | +95.1% | +54.8% |
| 10Y | +345.6% | +404.5% | -59.0% | +288.2% |
| All | +1,056.6% | -96.3% | +1,152.9% | +919.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling