+4,199.4%
WDC vs DAL
+329.9%
+3,869.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.8% | +4.1% | +5.3% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | -10.0% | -13.9% | +4.0% | -5.4% |
| 3M | -18.8% | +1.1% | -19.8% | -19.3% |
| 6M | +79.0% | +26.2% | +52.8% | +65.7% |
| YTD | +171.6% | +16.4% | +155.1% | +157.5% |
| 1Y | +417.4% | +33.9% | +383.5% | +366.4% |
| 3Y | +1,251.8% | +93.4% | +1,158.4% | +950.3% |
| 5Y | +911.7% | +106.4% | +805.3% | +658.6% |
| 10Y | +1,399.6% | +143.0% | +1,256.7% | +938.8% |
| All | +4,199.4% | +329.9% | +3,869.5% | +1,984.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling