+75.9%
DE vs WY
-24.8%
+100.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.6% | -4.2% | +1.6% | -1.0% |
| 30D | +9.0% | -10.1% | +19.1% | +13.4% |
| 3M | +19.1% | -8.5% | +27.6% | +22.8% |
| 6M | +14.4% | -3.3% | +17.7% | +15.4% |
| YTD | +45.9% | -4.4% | +50.3% | +46.9% |
| 1Y | +43.6% | -11.5% | +55.1% | +49.3% |
| 3Y | +75.9% | -24.3% | +100.2% | +95.9% |
| All | +75.9% | -24.8% | +100.7% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling