+105.0%
DAL vs WEC
+195.2%
-90.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | +9.1% | +11.0% | -1.9% | +6.1% |
| 3M | -3.5% | +8.6% | -12.1% | -5.6% |
| 6M | +23.4% | +6.2% | +17.2% | +21.2% |
| YTD | +26.0% | +14.3% | +11.8% | +21.2% |
| 1Y | +44.6% | +8.4% | +36.3% | +41.0% |
| 3Y | +162.7% | +62.9% | +99.8% | +126.4% |
| 5Y | +113.0% | +55.8% | +57.2% | +83.3% |
| All | +105.0% | +195.2% | -90.2% | +69.1% |
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