+98.6%
DAL vs WWD
+161.2%
-62.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.0% | +1.6% | -1.2% |
| 7D | +4.6% | -2.6% | +7.1% | +5.8% |
| 30D | +2.3% | -7.7% | +10.0% | +6.2% |
| 3M | -8.1% | -17.7% | +9.6% | +1.2% |
| 6M | +21.4% | -15.9% | +37.3% | +30.9% |
| YTD | +24.3% | +1.8% | +22.5% | +19.6% |
| 1Y | +47.4% | +17.4% | +30.0% | +29.9% |
| 3Y | +164.6% | +137.1% | +27.5% | +47.2% |
| All | +98.6% | +161.2% | -62.6% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling