+44.0%
DLTR vs WU
-18.0%
+62.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.4% | +4.2% | +8.4% |
| 7D | +15.6% | +8.2% | +7.4% | +13.7% |
| 30D | +29.9% | +8.0% | +21.8% | +27.8% |
| 3M | +12.5% | -6.6% | +19.1% | +13.2% |
| 6M | +56.3% | -23.3% | +79.6% | +60.1% |
| YTD | +19.5% | -22.4% | +41.9% | +21.6% |
| 1Y | +44.0% | -18.0% | +62.0% | +43.5% |
| All | +44.0% | -18.0% | +62.0% | +43.5% |
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