+114.2%
DAL vs WEC
+55.5%
+58.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +5.1% |
| 7D | +10.0% | +0.2% | +9.8% | +10.0% |
| 30D | +12.0% | +12.9% | -0.9% | +9.8% |
| 3M | +0.8% | +9.8% | -9.0% | -0.8% |
| 6M | +26.2% | +6.7% | +19.4% | +24.7% |
| YTD | +33.7% | +14.0% | +19.7% | +30.4% |
| 1Y | +57.6% | +7.3% | +50.2% | +55.4% |
| 3Y | +183.5% | +63.8% | +119.7% | +156.4% |
| 5Y | +114.2% | +54.8% | +59.4% | +91.7% |
| All | +114.2% | +55.5% | +58.7% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling