+42.1%
WWD vs UUUU
+27.9%
+14.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +1.0% |
| 7D | +1.3% | -1.4% | +2.7% | +1.4% |
| 30D | -7.2% | +16.3% | -23.5% | -8.9% |
| 3M | -3.8% | -16.7% | +12.9% | -2.4% |
| 6M | -9.9% | -33.7% | +23.7% | -7.3% |
| YTD | +14.8% | -0.5% | +15.3% | +15.0% |
| 1Y | +42.1% | +28.9% | +13.2% | +49.5% |
| All | +42.1% | +27.9% | +14.1% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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