+121.4%
DAL vs WWD
+468.3%
-346.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.8% |
| 7D | +2.3% | +3.7% | -1.4% | 0.0% |
| 30D | +14.3% | +1.8% | +12.5% | +12.5% |
| 3M | +1.3% | -5.0% | +6.3% | +3.7% |
| 6M | +29.3% | -8.4% | +37.7% | +34.1% |
| YTD | +33.0% | +12.3% | +20.7% | +19.3% |
| 1Y | +59.8% | +26.2% | +33.6% | +31.7% |
| 3Y | +177.2% | +154.6% | +22.6% | +36.6% |
| 5Y | +118.4% | +195.3% | -76.9% | -5.6% |
| 10Y | +121.4% | +466.3% | -344.9% | -36.2% |
| All | +121.4% | +468.3% | -346.9% | -36.2% |
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