+122.8%
DAL vs WPM
+566.7%
-443.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.9% | -0.8% | +1.9% |
| 7D | +8.8% | +16.9% | -8.1% | +7.2% |
| 30D | +5.4% | +2.0% | +3.4% | +5.1% |
| 3M | -4.9% | +8.9% | -13.9% | -5.9% |
| 6M | +19.8% | +1.6% | +18.3% | +19.0% |
| YTD | +27.0% | +16.5% | +10.5% | +24.5% |
| 1Y | +52.5% | +42.2% | +10.3% | +47.4% |
| 3Y | +173.8% | +213.3% | -39.5% | +149.0% |
| 5Y | +104.5% | +249.9% | -145.4% | +83.0% |
| All | +122.8% | +566.7% | -443.9% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling