+25.3%
DG vs WY
-5.4%
+30.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.4% | -2.6% | +11.0% | +8.9% |
| 30D | +4.9% | -10.9% | +15.9% | +7.3% |
| 3M | +29.3% | -6.0% | +35.3% | +30.6% |
| 6M | -11.3% | -5.6% | -5.6% | -10.6% |
| YTD | +1.8% | -1.1% | +2.9% | +2.3% |
| 1Y | +25.3% | -7.5% | +32.8% | +30.8% |
| All | +25.3% | -5.4% | +30.7% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling