+113.2%
WDC vs DAL
+57.1%
+56.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +7.2% | -13.9% | -10.2% |
| 7D | -18.3% | +11.1% | -29.4% | -22.9% |
| 30D | -26.7% | +7.7% | -34.4% | -29.7% |
| 3M | -40.9% | -3.5% | -37.4% | -40.0% |
| 6M | -26.8% | +31.3% | -58.1% | -38.5% |
| YTD | +88.2% | +30.0% | +58.2% | +54.4% |
| 1Y | +113.2% | +62.1% | +51.1% | +68.6% |
| All | +113.2% | +57.1% | +56.1% | +68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling