+128.1%
DAL vs WWD
+494.7%
-366.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.9% | +0.4% | +2.2% |
| 7D | +10.0% | +4.2% | +5.9% | +7.1% |
| 30D | +12.0% | -0.8% | +12.8% | +12.1% |
| 3M | +0.8% | -8.2% | +9.0% | +5.5% |
| 6M | +26.2% | -9.8% | +36.0% | +32.2% |
| YTD | +33.7% | +10.4% | +23.3% | +21.3% |
| 1Y | +57.6% | +25.5% | +32.1% | +30.3% |
| 3Y | +183.5% | +155.8% | +27.7% | +39.1% |
| 5Y | +114.2% | +187.3% | -73.1% | -5.8% |
| 10Y | +128.1% | +462.7% | -334.6% | -34.0% |
| All | +128.1% | +494.7% | -366.6% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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