+61.5%
WDC vs DAL
+52.2%
+9.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.5% |
| 7D | -28.0% | +8.8% | -36.7% | -31.0% |
| 30D | -34.9% | +5.4% | -40.3% | -36.6% |
| 3M | -41.6% | -4.9% | -36.6% | -40.0% |
| 6M | -45.4% | +19.8% | -65.2% | -51.2% |
| YTD | +53.3% | +27.0% | +26.3% | +27.6% |
| 1Y | +61.5% | +52.5% | +9.1% | +34.9% |
| All | +61.5% | +52.2% | +9.3% | +34.9% |
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