+156.1%
WBD vs DAL
+99.7%
+56.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.1% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +8.8% | -13.9% | +22.7% | +14.7% |
| 3M | +4.6% | +1.1% | +3.6% | +3.3% |
| 6M | +1.1% | +26.2% | -25.2% | -9.6% |
| YTD | -2.0% | +16.4% | -18.4% | -10.0% |
| 1Y | +140.0% | +33.9% | +106.2% | +104.6% |
| All | +156.1% | +99.7% | +56.4% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling