+125.6%
DAL vs WPM
+556.6%
-431.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.1% | +5.5% | +0.9% |
| 7D | +10.7% | +16.4% | -5.6% | +9.1% |
| 30D | +12.5% | -1.5% | +14.0% | +12.5% |
| 3M | +3.6% | +2.6% | +1.1% | +3.2% |
| 6M | +26.7% | -1.3% | +28.1% | +26.1% |
| YTD | +34.3% | +16.8% | +17.5% | +31.4% |
| 1Y | +59.1% | +34.1% | +25.0% | +54.2% |
| 3Y | +179.9% | +225.1% | -45.3% | +152.5% |
| 5Y | +119.1% | +234.5% | -115.3% | +94.9% |
| 10Y | +125.6% | +674.1% | -548.5% | +96.0% |
| All | +125.6% | +556.6% | -431.0% | +96.0% |
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