+381.8%
DAL vs WEC
+800.6%
-418.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | +4.6% | +3.2% | +1.3% | +3.1% |
| 30D | +2.3% | +14.7% | -12.3% | -3.8% |
| 3M | -8.1% | +10.2% | -18.3% | -12.1% |
| 6M | +21.4% | +4.5% | +16.9% | +18.6% |
| YTD | +24.3% | +15.1% | +9.2% | +15.8% |
| 1Y | +47.4% | +9.4% | +38.0% | +40.4% |
| 3Y | +164.6% | +56.9% | +107.7% | +109.3% |
| 5Y | +100.2% | +54.4% | +45.8% | +55.3% |
| 10Y | +124.9% | +183.5% | -58.6% | +9.6% |
| All | +381.8% | +800.6% | -418.7% | -23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling