+7.6%
XLF vs WU
-9.1%
+16.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -1.5% | -3.5% | +2.0% | -1.1% |
| 30D | -1.2% | -2.9% | +1.8% | -0.8% |
| 3M | +9.2% | -2.3% | +11.4% | +8.5% |
| 6M | +16.3% | -25.4% | +41.7% | +20.6% |
| YTD | +5.4% | -21.2% | +26.6% | +8.4% |
| 1Y | +7.6% | -8.9% | +16.5% | +7.5% |
| All | +7.6% | -9.1% | +16.7% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling