+20.2%
WM vs WU
-15.1%
+35.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.3% | +1.5% |
| 7D | +0.8% | +2.1% | -1.4% | +0.6% |
| 30D | +13.8% | +10.1% | +3.7% | +13.0% |
| 3M | +6.4% | -1.1% | +7.5% | +6.2% |
| 6M | +13.2% | -19.8% | +33.0% | +13.7% |
| YTD | +10.8% | -20.8% | +31.5% | +10.7% |
| 1Y | +20.2% | -15.1% | +35.3% | +20.5% |
| All | +20.2% | -15.1% | +35.3% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling