+128.1%
DAL vs WCC
+492.1%
-363.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.1% | -2.9% | +1.3% |
| 7D | +10.0% | -5.7% | +15.7% | +12.2% |
| 30D | +12.0% | -13.5% | +25.5% | +18.6% |
| 3M | +0.8% | -12.9% | +13.7% | +5.6% |
| 6M | +26.2% | -10.7% | +36.9% | +29.0% |
| YTD | +33.7% | +30.0% | +3.7% | +11.5% |
| 1Y | +57.6% | +24.7% | +32.9% | +34.1% |
| 3Y | +183.5% | +136.6% | +46.9% | +61.3% |
| 5Y | +114.2% | +143.9% | -29.7% | +11.9% |
| 10Y | +128.1% | +465.9% | -337.8% | -39.2% |
| All | +128.1% | +492.1% | -363.9% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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