+52.5%
DAL vs WCC
+13.7%
+38.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.4% |
| 7D | +8.8% | -14.7% | +23.5% | +14.0% |
| 30D | +5.4% | -20.1% | +25.5% | +13.0% |
| 3M | -4.9% | -21.2% | +16.2% | +2.0% |
| 6M | +19.8% | -19.2% | +39.0% | +26.2% |
| YTD | +27.0% | +20.2% | +6.8% | +5.5% |
| 1Y | +52.5% | +14.5% | +38.0% | +28.5% |
| All | +52.5% | +13.7% | +38.8% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling