+1,840.2%
WWD vs UUUU
-91.9%
+1,932.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.1% |
| 7D | +0.8% | +2.8% | -2.0% | +0.5% |
| 30D | -6.4% | +3.4% | -9.8% | -6.8% |
| 3M | -5.6% | -3.9% | -1.7% | -5.7% |
| 6M | -9.1% | -23.2% | +14.1% | -7.8% |
| YTD | +12.5% | +0.6% | +12.0% | +10.3% |
| 1Y | +41.3% | +22.9% | +18.5% | +34.0% |
| 3Y | +170.2% | +98.6% | +71.6% | +136.8% |
| 5Y | +192.5% | +130.2% | +62.3% | +144.2% |
| 10Y | +476.9% | +519.5% | -42.6% | +302.5% |
| All | +1,840.2% | -91.9% | +1,932.1% | +1,195.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling