+351.3%
DAL vs WEC
+706.3%
-355.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.1% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | -13.9% | -1.3% | -12.6% | -13.5% |
| 3M | +1.1% | -3.9% | +5.0% | +2.7% |
| 6M | +26.2% | -8.3% | +34.6% | +30.7% |
| YTD | +16.4% | +3.1% | +13.4% | +14.0% |
| 1Y | +33.9% | +1.9% | +31.9% | +31.4% |
| 3Y | +93.4% | +41.9% | +51.5% | +59.7% |
| 5Y | +106.4% | +30.8% | +75.6% | +72.7% |
| 10Y | +143.0% | +141.9% | +1.0% | +28.3% |
| All | +351.3% | +706.3% | -355.1% | -24.3% |
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