+2,127.9%
XLK vs WU
-22.3%
+2,150.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +2.3% | -4.9% | +7.3% | +4.2% |
| 30D | +0.8% | -1.3% | +2.1% | +1.1% |
| 3M | +4.1% | -3.6% | +7.6% | +3.5% |
| 6M | +34.8% | -24.3% | +59.1% | +46.4% |
| YTD | +30.8% | -21.1% | +51.9% | +39.3% |
| 1Y | +42.4% | -10.3% | +52.7% | +43.1% |
| 3Y | +121.8% | -28.4% | +150.2% | +136.8% |
| 5Y | +146.6% | -51.2% | +197.8% | +199.6% |
| 10Y | +804.3% | -39.6% | +843.9% | +875.8% |
| All | +2,127.9% | -22.3% | +2,150.2% | +1,829.0% |
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