+118.4%
DAL vs WU
-44.4%
+162.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | +0.3% |
| 7D | +2.3% | +2.1% | +0.2% | +1.1% |
| 30D | +14.3% | +10.1% | +4.2% | +9.5% |
| 3M | +1.3% | -1.1% | +2.4% | +1.2% |
| 6M | +29.3% | -19.8% | +49.1% | +39.3% |
| YTD | +33.0% | -20.8% | +53.7% | +43.3% |
| 1Y | +59.8% | -15.1% | +75.0% | +66.3% |
| 3Y | +177.2% | -23.2% | +200.4% | +194.2% |
| 5Y | +118.4% | -42.6% | +161.0% | +165.4% |
| All | +118.4% | -44.4% | +162.8% | +165.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling