-19.8%
WY vs DAR
-8.0%
-11.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | -9.9% | +7.4% | -17.3% | -11.4% |
| 3M | -7.5% | +15.7% | -23.2% | -10.9% |
| 6M | -5.1% | +30.0% | -35.2% | -11.5% |
| YTD | -2.1% | +87.5% | -89.6% | -16.6% |
| 1Y | -7.3% | +113.4% | -120.7% | -24.0% |
| 3Y | -22.6% | +15.3% | -37.9% | -27.8% |
| 5Y | -19.8% | -4.3% | -15.5% | -21.5% |
| All | -19.8% | -8.0% | -11.8% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling