+653.4%
WDC vs DAL
+136.2%
+517.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.3% | +4.6% | +7.3% |
| 7D | -14.4% | +10.0% | -24.5% | -18.2% |
| 30D | -27.1% | +12.0% | -39.1% | -31.0% |
| 3M | -33.3% | +0.8% | -34.0% | -33.7% |
| 6M | -39.6% | +26.2% | -65.8% | -46.7% |
| YTD | +68.4% | +33.7% | +34.7% | +44.6% |
| 1Y | +78.2% | +57.6% | +20.6% | +41.0% |
| 3Y | +772.0% | +183.5% | +588.5% | +383.7% |
| 5Y | +584.9% | +114.2% | +470.7% | +320.4% |
| 10Y | +653.4% | +128.1% | +525.3% | +310.0% |
| All | +653.4% | +136.2% | +517.2% | +310.0% |
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