+412.6%
WDC vs DAL
+30.9%
+381.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.9% |
| 7D | +6.0% | +3.4% | +2.6% | +4.3% |
| 30D | +9.9% | -13.6% | +23.5% | +17.8% |
| 3M | -9.4% | +1.2% | -10.6% | -10.6% |
| 6M | +94.7% | +34.5% | +60.2% | +66.6% |
| YTD | +177.4% | +14.7% | +162.7% | +150.1% |
| 1Y | +412.6% | +29.2% | +383.3% | +339.9% |
| All | +412.6% | +30.9% | +381.7% | +339.9% |
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