+119.1%
DAL vs WCC
+145.3%
-26.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +10.7% | -9.9% | +20.6% | +15.2% |
| 30D | +12.5% | -13.4% | +25.9% | +18.6% |
| 3M | +3.6% | -13.5% | +17.1% | +8.6% |
| 6M | +26.7% | -10.6% | +37.3% | +29.4% |
| YTD | +34.3% | +30.1% | +4.2% | +13.0% |
| 1Y | +59.1% | +22.3% | +36.8% | +37.9% |
| 3Y | +179.9% | +130.3% | +49.6% | +66.1% |
| 5Y | +119.1% | +144.5% | -25.4% | +13.2% |
| All | +119.1% | +145.3% | -26.2% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling