+351.3%
DAL vs WCN
+1,254.4%
-903.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.6% |
| 7D | +0.1% | -0.6% | +0.8% | +0.5% |
| 30D | -13.9% | +0.4% | -14.4% | -14.3% |
| 3M | +1.1% | +7.3% | -6.2% | -4.4% |
| 6M | +26.2% | -2.5% | +28.7% | +26.1% |
| YTD | +16.4% | -5.4% | +21.8% | +18.0% |
| 1Y | +33.9% | -8.5% | +42.3% | +37.9% |
| 3Y | +93.4% | +20.8% | +72.6% | +58.9% |
| 5Y | +106.4% | +30.0% | +76.3% | +56.1% |
| 10Y | +143.0% | +238.4% | -95.4% | -19.2% |
| All | +351.3% | +1,254.4% | -903.1% | -62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling