+822.0%
WDC vs DAL
+179.4%
+642.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.0% | +9.3% | +8.7% |
| 7D | -3.2% | +2.3% | -5.6% | -3.8% |
| 30D | -19.0% | +14.3% | -33.3% | -23.5% |
| 3M | -28.4% | +1.3% | -29.7% | -29.0% |
| 6M | -39.2% | +29.3% | -68.5% | -46.0% |
| YTD | +82.1% | +33.0% | +49.1% | +59.1% |
| 1Y | +84.7% | +59.8% | +24.8% | +50.3% |
| All | +822.0% | +179.4% | +642.6% | +458.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling