+121.4%
DAL vs WCN
+309.3%
-187.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -1.2% |
| 7D | +2.3% | +0.4% | +1.9% | +2.1% |
| 30D | +14.3% | +25.3% | -11.0% | +3.8% |
| 3M | +1.3% | +15.4% | -14.2% | -4.9% |
| 6M | +29.3% | +27.8% | +1.4% | +15.4% |
| YTD | +33.0% | +10.6% | +22.4% | +25.9% |
| 1Y | +59.8% | +15.8% | +44.1% | +47.9% |
| 3Y | +177.2% | +50.3% | +126.9% | +120.2% |
| 5Y | +118.4% | +46.9% | +71.4% | +72.6% |
| 10Y | +121.4% | +318.8% | -197.4% | +2.0% |
| All | +121.4% | +309.3% | -187.9% | +2.0% |
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