+47.5%
TDY vs WU
-28.7%
+76.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.2% |
| 7D | -1.1% | -3.5% | +2.4% | -0.7% |
| 30D | -12.0% | -2.9% | -9.1% | -11.8% |
| 3M | -3.2% | -2.3% | -0.9% | -3.7% |
| 6M | -7.9% | -25.4% | +17.5% | -4.9% |
| YTD | +18.2% | -21.2% | +39.4% | +20.9% |
| 1Y | +6.7% | -8.9% | +15.5% | +6.4% |
| 3Y | +47.5% | -29.0% | +76.5% | +51.2% |
| All | +47.5% | -28.7% | +76.3% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling