+176.4%
WBD vs DAL
+329.9%
-153.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.9% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +8.8% | -13.9% | +22.7% | +13.2% |
| 3M | +4.6% | +1.1% | +3.6% | +3.8% |
| 6M | +1.1% | +26.2% | -25.2% | -6.5% |
| YTD | -2.0% | +16.4% | -18.4% | -7.6% |
| 1Y | +140.0% | +33.9% | +106.2% | +116.0% |
| 3Y | +144.4% | +93.4% | +51.0% | +95.0% |
| 5Y | -0.2% | +106.4% | -106.6% | -21.8% |
| 10Y | +9.1% | +143.0% | -133.9% | -21.8% |
| All | +176.4% | +329.9% | -153.5% | +33.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling