+32.9%
WMB vs WU
-8.3%
+41.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | 0.0% |
| 7D | +0.6% | -0.8% | +1.4% | +0.5% |
| 30D | +3.3% | -1.1% | +4.4% | +3.2% |
| 3M | +3.1% | -3.9% | +7.0% | +2.9% |
| 6M | -0.7% | -20.7% | +20.0% | -4.0% |
| YTD | +25.2% | -18.4% | +43.5% | +21.7% |
| 1Y | +32.9% | -8.1% | +40.9% | +32.2% |
| All | +32.9% | -8.3% | +41.1% | +32.2% |
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