-15.4%
WU vs EXR
+25.3%
-40.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | +11.4% | +18.2% | -6.8% | +6.2% |
| 3M | -6.8% | +7.3% | -14.2% | -9.1% |
| 6M | -14.6% | +13.8% | -28.5% | -17.4% |
| YTD | -20.6% | +25.9% | -46.6% | -29.0% |
| 1Y | -15.4% | +25.8% | -41.2% | -24.5% |
| All | -15.4% | +25.3% | -40.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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