+351.3%
DAL vs WPM
+1,532.7%
-1,181.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.4% |
| 3M | +1.1% | +20.8% | -19.8% | -0.5% |
| 6M | +26.2% | +1.1% | +25.1% | +25.6% |
| YTD | +16.4% | +32.5% | -16.0% | +13.6% |
| 1Y | +33.9% | +51.5% | -17.7% | +29.4% |
| 3Y | +93.4% | +267.0% | -173.6% | +75.8% |
| 5Y | +106.4% | +250.1% | -143.8% | +86.9% |
| 10Y | +143.0% | +540.4% | -397.4% | +108.6% |
| All | +351.3% | +1,532.7% | -1,181.5% | +160.6% |
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