+104.3%
DAL vs WU
-38.9%
+143.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.0% |
| 7D | -1.1% | -2.0% | +0.9% | -0.1% |
| 30D | +12.8% | +11.4% | +1.4% | +6.3% |
| 3M | -5.3% | -6.8% | +1.5% | -2.4% |
| 6M | +22.4% | -14.6% | +37.0% | +29.2% |
| YTD | +25.6% | -20.6% | +46.2% | +36.9% |
| 1Y | +45.5% | -15.4% | +60.9% | +52.6% |
| 3Y | +161.0% | -23.6% | +184.6% | +181.2% |
| 5Y | +112.2% | -43.4% | +155.6% | +166.9% |
| All | +104.3% | -38.9% | +143.2% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling