+392.2%
DAL vs WPM
+1,336.1%
-943.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.9% | -0.8% | +1.9% |
| 7D | +8.8% | +16.9% | -8.1% | +7.6% |
| 30D | +5.4% | +2.0% | +3.4% | +5.2% |
| 3M | -4.9% | +8.9% | -13.9% | -5.7% |
| 6M | +19.8% | +1.6% | +18.3% | +19.3% |
| YTD | +27.0% | +16.5% | +10.5% | +25.0% |
| 1Y | +52.5% | +42.2% | +10.3% | +48.1% |
| 3Y | +173.8% | +213.3% | -39.5% | +151.5% |
| 5Y | +104.5% | +249.9% | -145.4% | +85.5% |
| 10Y | +129.7% | +549.4% | -419.6% | +97.3% |
| All | +392.2% | +1,336.1% | -943.8% | +186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling