+17.2%
WMB vs WU
-15.1%
+32.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.2% | +1.7% |
| 7D | +1.6% | +2.1% | -0.6% | +2.0% |
| 30D | -7.1% | +10.1% | -17.2% | -5.7% |
| 3M | -4.0% | -1.1% | -2.8% | -3.4% |
| 6M | -5.7% | -19.8% | +14.1% | -7.6% |
| YTD | +17.2% | -20.8% | +37.9% | +14.3% |
| 1Y | +17.2% | -15.1% | +32.3% | +14.6% |
| All | +17.2% | -15.1% | +32.3% | +14.6% |
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