+2,312.5%
WWD vs WU
-19.6%
+2,332.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +1.6% |
| 7D | +1.3% | -0.8% | +2.1% | +1.7% |
| 30D | -7.2% | -1.1% | -6.1% | -6.9% |
| 3M | -3.8% | -3.9% | 0.0% | -4.5% |
| 6M | -9.9% | -20.7% | +10.8% | -0.9% |
| YTD | +14.8% | -18.4% | +33.2% | +23.5% |
| 1Y | +42.1% | -8.1% | +50.1% | +40.3% |
| 3Y | +170.8% | -24.2% | +195.0% | +185.2% |
| 5Y | +197.5% | -50.4% | +248.0% | +290.2% |
| 10Y | +477.8% | -40.0% | +517.9% | +551.5% |
| All | +2,312.5% | -19.6% | +2,332.1% | +1,999.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling