+33.9%
DAL vs WM
-0.9%
+34.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.5% |
| 7D | +0.1% | -0.3% | +0.4% | 0.0% |
| 30D | -13.9% | -2.4% | -11.6% | -14.5% |
| 3M | +1.1% | +0.4% | +0.7% | +1.5% |
| 6M | +26.2% | -9.5% | +35.7% | +24.6% |
| YTD | +16.4% | +0.5% | +15.9% | +16.0% |
| 1Y | +33.9% | -1.1% | +34.9% | +34.6% |
| All | +33.9% | -0.9% | +34.8% | +34.6% |
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