+128.1%
DAL vs WPM
+553.6%
-425.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.6% | -0.3% | +4.7% |
| 7D | +10.0% | +20.8% | -10.8% | +8.1% |
| 30D | +12.0% | +3.8% | +8.2% | +11.5% |
| 3M | +0.8% | +7.4% | -6.6% | -0.1% |
| 6M | +26.2% | +4.0% | +22.2% | +25.0% |
| YTD | +33.7% | +23.0% | +10.7% | +30.4% |
| 1Y | +57.6% | +45.9% | +11.6% | +51.9% |
| 3Y | +183.5% | +242.9% | -59.5% | +156.1% |
| 5Y | +114.2% | +259.5% | -145.3% | +90.8% |
| 10Y | +128.1% | +577.7% | -449.6% | +99.1% |
| All | +128.1% | +553.6% | -425.4% | +99.1% |
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