-27.7%
WU vs DAR
+14.9%
-42.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.5% | -2.9% |
| 7D | -0.8% | -0.9% | 0.0% | -0.8% |
| 30D | -1.1% | +13.0% | -14.1% | -2.7% |
| 3M | -1.8% | +15.0% | -16.8% | -3.6% |
| 6M | -23.9% | +26.8% | -50.8% | -26.3% |
| YTD | -20.4% | +86.4% | -106.8% | -26.6% |
| 1Y | -10.6% | +115.1% | -125.7% | -19.2% |
| 3Y | -27.7% | +14.6% | -42.4% | -27.7% |
| All | -27.7% | +14.9% | -42.6% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling