+114.2%
DAL vs WTW
+51.1%
+63.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.8% | +5.5% |
| 7D | +10.0% | +0.5% | +9.6% | +9.8% |
| 30D | +12.0% | +10.4% | +1.7% | +7.0% |
| 3M | +0.8% | -4.8% | +5.6% | +2.8% |
| 6M | +26.2% | +28.5% | -2.3% | +10.7% |
| YTD | +33.7% | +0.5% | +33.1% | +31.7% |
| 1Y | +57.6% | +1.6% | +56.0% | +54.1% |
| 3Y | +183.5% | +42.5% | +140.9% | +118.9% |
| 5Y | +114.2% | +49.8% | +64.4% | +47.6% |
| All | +114.2% | +51.1% | +63.1% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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