+5.6%
XYZ vs WU
-11.3%
+16.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.4% |
| 7D | +2.9% | -0.8% | +3.7% | +3.2% |
| 30D | +1.4% | -1.1% | +2.5% | +1.9% |
| 3M | +14.6% | -1.8% | +16.4% | +12.8% |
| 6M | +20.8% | -23.9% | +44.7% | +30.6% |
| YTD | +23.1% | -20.4% | +43.5% | +31.4% |
| 1Y | +5.6% | -10.6% | +16.2% | +11.9% |
| All | +5.6% | -11.3% | +16.9% | +11.9% |
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 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