+148.7%
XLK vs WU
-51.3%
+200.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +0.2% | -3.5% | +3.7% | +1.0% |
| 30D | -0.6% | -2.9% | +2.3% | -0.1% |
| 3M | +2.6% | -2.3% | +4.8% | +1.6% |
| 6M | +34.0% | -25.4% | +59.3% | +41.8% |
| YTD | +30.7% | -21.2% | +51.9% | +36.1% |
| 1Y | +39.2% | -8.9% | +48.1% | +38.5% |
| 3Y | +120.4% | -29.0% | +149.4% | +130.2% |
| All | +148.7% | -51.3% | +200.1% | +186.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling