+695.1%
WDC vs DAL
+124.5%
+570.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.0% | +9.3% | +8.8% |
| 7D | -3.2% | +2.3% | -5.6% | -3.9% |
| 30D | -19.0% | +14.3% | -33.3% | -24.1% |
| 3M | -28.4% | +1.3% | -29.7% | -29.1% |
| 6M | -39.2% | +29.3% | -68.5% | -46.9% |
| YTD | +82.1% | +33.0% | +49.1% | +56.6% |
| 1Y | +84.7% | +59.8% | +24.8% | +45.1% |
| 3Y | +825.6% | +177.2% | +648.5% | +419.0% |
| 5Y | +608.2% | +118.4% | +489.8% | +330.5% |
| 10Y | +695.1% | +121.4% | +573.7% | +346.0% |
| All | +695.1% | +124.5% | +570.7% | +346.0% |
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