+1.0%
WBD vs DAL
+106.7%
-105.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.3% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +8.8% | -13.9% | +22.7% | +16.6% |
| 3M | +4.6% | +1.1% | +3.6% | +2.9% |
| 6M | +1.1% | +26.2% | -25.2% | -12.5% |
| YTD | -2.0% | +16.4% | -18.4% | -12.4% |
| 1Y | +140.0% | +33.9% | +106.2% | +95.7% |
| 3Y | +144.4% | +93.4% | +51.0% | +46.2% |
| All | +1.0% | +106.7% | -105.7% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling