+10.8%
WBD vs DAL
+128.9%
-118.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.2% |
| 7D | -0.7% | +3.4% | -4.1% | -2.1% |
| 30D | +5.0% | -13.6% | +18.6% | +11.3% |
| 3M | +6.2% | +1.2% | +5.0% | +4.7% |
| 6M | +0.6% | +34.5% | -33.9% | -13.1% |
| YTD | -2.4% | +14.7% | -17.1% | -10.6% |
| 1Y | +127.7% | +29.2% | +98.4% | +95.6% |
| 3Y | +148.4% | +100.0% | +48.4% | +68.1% |
| 5Y | +4.2% | +106.3% | -102.1% | -31.3% |
| 10Y | +10.8% | +126.4% | -115.6% | -37.0% |
| All | +10.8% | +128.9% | -118.1% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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