+1,058.3%
WM vs UUUU
-96.0%
+1,154.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.8% | -9.6% | -0.1% |
| 7D | -0.5% | -1.1% | +0.6% | -0.5% |
| 30D | +13.3% | -26.6% | +39.9% | +14.2% |
| 3M | +4.4% | -48.3% | +52.7% | +6.1% |
| 6M | +10.8% | -65.8% | +76.6% | +13.7% |
| YTD | +9.1% | -49.7% | +58.8% | +10.0% |
| 1Y | +19.1% | -53.3% | +72.4% | +20.2% |
| 3Y | +45.7% | -7.4% | +53.0% | +41.5% |
| 5Y | +60.4% | -33.4% | +93.8% | +55.3% |
| 10Y | +328.7% | +441.5% | -112.8% | +272.7% |
| All | +1,058.3% | -96.0% | +1,154.2% | +918.2% |
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