+1,167.6%
DLR vs WU
-22.9%
+1,190.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.7% |
| 7D | +5.0% | -5.3% | +10.3% | +7.1% |
| 30D | +3.0% | +9.0% | -6.0% | -0.7% |
| 3M | -6.3% | -3.6% | -2.7% | -5.8% |
| 6M | -4.8% | -19.4% | +14.6% | +0.7% |
| YTD | +21.0% | -21.7% | +42.7% | +28.5% |
| 1Y | +15.1% | -16.1% | +31.3% | +18.7% |
| 3Y | +56.0% | -24.1% | +80.1% | +62.2% |
| 5Y | +39.1% | -44.1% | +83.2% | +59.2% |
| 10Y | +193.3% | -39.6% | +232.9% | +203.4% |
| All | +1,167.6% | -22.9% | +1,190.5% | +914.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling