+328.7%
WM vs WU
-36.4%
+365.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.5% | +9.1% | -9.5% | -2.2% |
| 30D | +13.3% | +12.1% | +1.2% | +10.7% |
| 3M | +4.4% | +0.3% | +4.0% | +4.1% |
| 6M | +10.8% | -19.1% | +30.0% | +14.7% |
| YTD | +9.1% | -19.2% | +28.3% | +12.5% |
| 1Y | +19.1% | -15.3% | +34.4% | +21.4% |
| 3Y | +45.7% | -21.3% | +67.0% | +47.8% |
| 5Y | +60.4% | -41.7% | +102.1% | +73.3% |
| 10Y | +328.7% | -36.0% | +364.7% | +340.7% |
| All | +328.7% | -36.4% | +365.1% | +340.7% |
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