-31.5%
XYL vs WU
-18.0%
-13.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.4% | -0.5% | +3.9% |
| 7D | +14.5% | +8.2% | +6.3% | +12.9% |
| 30D | -1.3% | +8.0% | -9.4% | -2.6% |
| 3M | -17.0% | -6.6% | -10.3% | -16.5% |
| 6M | -11.3% | -23.3% | +11.9% | -8.6% |
| YTD | -25.0% | -22.4% | -2.6% | -23.1% |
| 1Y | -31.5% | -18.0% | -13.6% | -30.5% |
| All | -31.5% | -18.0% | -13.6% | -30.5% |
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