+2,198.5%
WWD vs WU
-21.8%
+2,220.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.4% |
| 7D | +4.0% | -2.0% | +6.0% | +5.1% |
| 30D | +0.4% | +11.4% | -11.0% | -6.3% |
| 3M | -7.9% | -6.8% | -1.1% | -5.7% |
| 6M | -10.6% | -14.6% | +4.0% | -6.4% |
| YTD | +9.4% | -20.6% | +30.0% | +18.0% |
| 1Y | +25.7% | -15.4% | +41.1% | +30.1% |
| 3Y | +148.5% | -23.6% | +172.2% | +158.6% |
| 5Y | +189.5% | -43.4% | +232.9% | +244.1% |
| 10Y | +451.8% | -38.8% | +490.5% | +505.7% |
| All | +2,198.5% | -21.8% | +2,220.3% | +1,905.4% |
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 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