+967.3%
WM vs UUUU
-92.0%
+1,059.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.3% |
| 7D | -0.3% | -1.4% | +1.1% | -0.3% |
| 30D | -2.4% | +16.3% | -18.7% | -2.8% |
| 3M | +0.4% | -16.7% | +17.1% | +0.7% |
| 6M | -9.5% | -33.7% | +24.2% | -8.9% |
| YTD | +0.5% | -0.5% | +1.0% | -0.4% |
| 1Y | -1.1% | +28.9% | -29.9% | -3.3% |
| 3Y | +46.0% | +99.9% | -53.8% | +38.9% |
| 5Y | +51.8% | +135.3% | -83.5% | +41.4% |
| 10Y | +307.5% | +518.4% | -210.9% | +252.8% |
| All | +967.3% | -92.0% | +1,059.3% | +822.1% |
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 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