+128.1%
DAL vs WEC
+178.6%
-50.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +5.0% |
| 7D | +10.0% | +0.2% | +9.8% | +10.0% |
| 30D | +12.0% | +12.9% | -0.9% | +8.5% |
| 3M | +0.8% | +9.8% | -9.0% | -1.7% |
| 6M | +26.2% | +6.7% | +19.4% | +23.8% |
| YTD | +33.7% | +14.0% | +19.7% | +28.6% |
| 1Y | +57.6% | +7.3% | +50.2% | +54.0% |
| 3Y | +183.5% | +63.8% | +119.7% | +144.0% |
| 5Y | +114.2% | +54.8% | +59.4% | +84.9% |
| 10Y | +128.1% | +185.7% | -57.6% | +91.1% |
| All | +128.1% | +178.6% | -50.5% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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