+98.5%
DAL vs WPM
+270.0%
-171.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | +0.1% | +1.1% | -1.0% | 0.0% |
| 30D | -13.9% | +26.4% | -40.3% | -16.8% |
| 3M | +1.1% | +20.8% | -19.8% | -2.1% |
| 6M | +26.2% | +1.1% | +25.1% | +24.3% |
| YTD | +16.4% | +32.5% | -16.0% | +10.7% |
| 1Y | +33.9% | +51.5% | -17.7% | +25.1% |
| All | +98.5% | +270.0% | -171.5% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling