+128.1%
DAL vs WCN
+302.6%
-174.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.1% |
| 7D | +10.0% | +1.2% | +8.9% | +9.6% |
| 30D | +12.0% | +24.6% | -12.6% | +2.0% |
| 3M | +0.8% | +14.2% | -13.4% | -4.9% |
| 6M | +26.2% | +25.7% | +0.5% | +13.6% |
| YTD | +33.7% | +9.3% | +24.4% | +27.2% |
| 1Y | +57.6% | +15.3% | +42.3% | +46.0% |
| 3Y | +183.5% | +48.6% | +134.9% | +126.5% |
| 5Y | +114.2% | +46.9% | +67.3% | +69.3% |
| 10Y | +128.1% | +298.1% | -170.0% | +13.7% |
| All | +128.1% | +302.6% | -174.5% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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