-18.7%
WBD vs DAL
+37.8%
-56.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.9% |
| 7D | +2.0% | +3.8% | -1.8% | +0.3% |
| 30D | +34.8% | +0.8% | +34.0% | +33.7% |
| 3M | +113.8% | +8.3% | +105.6% | +104.2% |
| 6M | +154.1% | +20.6% | +133.5% | +129.2% |
| YTD | +118.1% | -3.4% | +121.5% | +113.6% |
| 1Y | +147.1% | -8.1% | +155.1% | +146.5% |
| 3Y | +94.7% | +67.5% | +27.2% | +48.0% |
| 5Y | +2.7% | +69.5% | -66.8% | -24.1% |
| All | -18.7% | +37.8% | -56.5% | -39.2% |
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