-98.3%
DFNS vs WU
-8.3%
-90.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -16.0% | -0.8% | -15.2% | -15.8% |
| 30D | -77.7% | -1.1% | -76.6% | -77.6% |
| 3M | -77.2% | -3.9% | -73.3% | -76.0% |
| 6M | -95.2% | -20.7% | -74.5% | -94.9% |
| YTD | -98.0% | -18.4% | -79.6% | -97.8% |
| 1Y | -98.3% | -8.1% | -90.2% | -98.1% |
| All | -98.3% | -8.3% | -90.0% | -98.1% |
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