+351.3%
DAL vs WWD
+1,417.2%
-1,065.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.2% |
| 7D | +0.1% | +1.3% | -1.2% | -0.6% |
| 30D | -13.9% | -7.2% | -6.8% | -10.6% |
| 3M | +1.1% | -3.8% | +4.9% | +2.3% |
| 6M | +26.2% | -9.9% | +36.2% | +31.9% |
| YTD | +16.4% | +14.8% | +1.6% | +6.1% |
| 1Y | +33.9% | +42.1% | -8.2% | +7.6% |
| 3Y | +93.4% | +170.8% | -77.4% | +6.6% |
| 5Y | +106.4% | +197.5% | -91.2% | +6.6% |
| 10Y | +143.0% | +477.8% | -334.8% | -12.5% |
| All | +351.3% | +1,417.2% | -1,065.9% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling