+604.5%
XYZ vs WU
-40.9%
+645.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | -3.7% | -4.9% | +1.2% | -0.9% |
| 30D | +0.5% | -1.3% | +1.8% | +1.4% |
| 3M | +16.3% | -3.6% | +19.8% | +16.0% |
| 6M | +21.1% | -24.3% | +45.5% | +39.3% |
| YTD | +22.0% | -21.1% | +43.1% | +36.5% |
| 1Y | +5.2% | -10.3% | +15.5% | +7.6% |
| 3Y | +49.6% | -28.4% | +77.9% | +70.5% |
| 5Y | -68.4% | -51.2% | -17.2% | -55.0% |
| 10Y | +604.5% | -39.6% | +644.2% | +683.8% |
| All | +604.5% | -40.9% | +645.4% | +683.8% |
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