+59.8%
DAL vs WU
-15.1%
+75.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | -0.3% |
| 7D | +2.3% | +2.1% | +0.2% | +1.7% |
| 30D | +14.3% | +10.1% | +4.2% | +11.5% |
| 3M | +1.3% | -1.1% | +2.4% | +1.2% |
| 6M | +29.3% | -19.8% | +49.1% | +35.1% |
| YTD | +33.0% | -20.8% | +53.7% | +39.8% |
| 1Y | +59.8% | -15.1% | +75.0% | +61.1% |
| All | +59.8% | -15.1% | +75.0% | +61.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling