+62.1%
DAL vs WM
+21.9%
+40.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.5% | +7.4% |
| 7D | +11.1% | +5.9% | +5.1% | +12.3% |
| 30D | +7.7% | +15.4% | -7.7% | +11.9% |
| 3M | -3.5% | +6.3% | -9.9% | -2.1% |
| 6M | +31.3% | +5.6% | +25.7% | +33.8% |
| YTD | +30.0% | +9.9% | +20.0% | +31.5% |
| 1Y | +62.1% | +20.8% | +41.2% | +68.1% |
| All | +62.1% | +21.9% | +40.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling