+31.1%
DLTR vs WU
-8.3%
+39.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.6% |
| 30D | +2.1% | -1.1% | +3.2% | +2.2% |
| 3M | +20.3% | -3.9% | +24.1% | +19.8% |
| 6M | +11.5% | -20.7% | +32.2% | +13.7% |
| YTD | +6.8% | -18.4% | +25.2% | +8.2% |
| 1Y | +31.1% | -8.1% | +39.2% | +29.3% |
| All | +31.1% | -8.3% | +39.4% | +29.3% |
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