+34.1%
DAL vs WETO
-99.4%
+133.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.9% | -0.3% |
| 7D | +0.8% | -38.7% | +39.5% | +0.8% |
| 30D | -11.7% | -51.3% | +39.6% | -11.9% |
| 3M | -2.7% | -97.8% | +95.1% | +3.7% |
| 6M | +30.7% | -94.8% | +125.4% | +31.4% |
| YTD | +14.4% | -97.2% | +111.6% | +16.5% |
| 1Y | +31.2% | -98.9% | +130.1% | +35.7% |
| All | +34.1% | -99.4% | +133.5% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 3y: compounded portfolio wealth divided by compounded WETO 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…
3y analysis · Full analysis span regression · 6 months rolling