+66.3%
WDC vs DAL
+55.6%
+10.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -16.7% | +10.7% | -27.5% | -20.8% |
| 30D | -27.2% | +12.5% | -39.7% | -31.5% |
| 3M | -34.0% | +3.6% | -37.6% | -35.2% |
| 6M | -39.7% | +26.7% | -66.4% | -47.8% |
| YTD | +68.1% | +34.3% | +33.8% | +35.5% |
| 1Y | +66.3% | +59.1% | +7.2% | +32.5% |
| All | +66.3% | +55.6% | +10.7% | +32.5% |
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