+638.0%
XYZ vs WU
-36.4%
+674.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.8% |
| 7D | +14.9% | +9.1% | +5.8% | +9.2% |
| 30D | +14.7% | +12.1% | +2.6% | +7.3% |
| 3M | +12.1% | +0.3% | +11.8% | +11.5% |
| 6M | +18.3% | -19.1% | +37.5% | +30.6% |
| YTD | +36.1% | -19.2% | +55.3% | +49.6% |
| 1Y | +35.3% | -15.3% | +50.6% | +44.0% |
| 3Y | +73.5% | -21.3% | +94.8% | +86.5% |
| 5Y | -61.6% | -41.7% | -20.0% | -50.5% |
| 10Y | +638.0% | -36.0% | +674.0% | +683.9% |
| All | +638.0% | -36.4% | +674.4% | +683.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling