+113.0%
DAL vs WPM
+218.7%
-105.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.8% | -2.4% | -4.8% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +9.1% | -3.1% | +12.2% | +9.4% |
| 3M | -3.5% | -2.2% | -1.3% | -3.6% |
| 6M | +23.4% | -7.4% | +30.8% | +23.6% |
| YTD | +26.0% | +12.6% | +13.4% | +21.6% |
| 1Y | +44.6% | +22.8% | +21.8% | +37.6% |
| 3Y | +162.7% | +213.6% | -50.9% | +108.9% |
| 5Y | +113.0% | +211.2% | -98.2% | +74.1% |
| All | +113.0% | +218.7% | -105.7% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling