+324.8%
WM vs WU
-37.2%
+361.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.3% | +1.8% |
| 7D | +0.8% | +2.1% | -1.4% | +0.3% |
| 30D | +13.8% | +10.1% | +3.7% | +11.5% |
| 3M | +6.4% | -1.1% | +7.5% | +6.4% |
| 6M | +13.2% | -19.8% | +33.0% | +17.4% |
| YTD | +10.8% | -20.8% | +31.5% | +14.6% |
| 1Y | +20.2% | -15.1% | +35.3% | +22.4% |
| 3Y | +46.5% | -23.2% | +69.7% | +49.3% |
| 5Y | +61.3% | -42.6% | +103.9% | +74.7% |
| 10Y | +324.8% | -38.9% | +363.6% | +340.8% |
| All | +324.8% | -37.2% | +361.9% | +340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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