-39.3%
WU vs DAR
+311.7%
-351.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.1% |
| 7D | -2.0% | +11.6% | -13.6% | -4.3% |
| 30D | +11.4% | -10.2% | +21.6% | +13.6% |
| 3M | -6.8% | -14.8% | +8.0% | -4.2% |
| 6M | -14.6% | -10.1% | -4.6% | -13.4% |
| YTD | -20.6% | +55.5% | -76.2% | -28.7% |
| 1Y | -15.4% | +61.7% | -77.0% | -24.7% |
| 3Y | -23.6% | +37.2% | -60.8% | -32.2% |
| 5Y | -43.4% | -26.9% | -16.5% | -43.2% |
| All | -39.3% | +311.7% | -351.0% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling