+149.0%
WMB vs WU
-27.2%
+176.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.3% |
| 7D | +0.8% | -0.8% | +1.6% | +0.8% |
| 30D | +7.7% | -1.1% | +8.8% | +7.7% |
| 3M | +6.7% | -1.8% | +8.5% | +6.4% |
| 6M | +3.6% | -23.9% | +27.6% | +4.0% |
| YTD | +28.0% | -20.4% | +48.4% | +28.1% |
| 1Y | +37.6% | -10.6% | +48.2% | +36.4% |
| 3Y | +149.0% | -27.7% | +176.8% | +148.4% |
| All | +149.0% | -27.2% | +176.3% | +148.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling