+59.8%
DAL vs WPM
+32.1%
+27.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +2.3% | +3.1% | -0.8% | +1.6% |
| 30D | +14.3% | -1.8% | +16.1% | +14.1% |
| 3M | +1.3% | +1.0% | +0.3% | +0.4% |
| 6M | +29.3% | -5.4% | +34.7% | +28.5% |
| YTD | +33.0% | +15.9% | +17.1% | +20.0% |
| 1Y | +59.8% | +30.8% | +29.0% | +34.8% |
| All | +59.8% | +32.1% | +27.7% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling