+12.3%
WFC vs DAL
+32.1%
-19.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.4% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | +1.5% | -13.9% | +15.4% | +5.4% |
| 3M | +10.9% | +1.1% | +9.8% | +10.1% |
| 6M | +8.4% | +26.2% | -17.8% | 0.0% |
| YTD | -1.9% | +16.4% | -18.3% | -6.7% |
| 1Y | +12.3% | +33.9% | -21.5% | +1.5% |
| All | +12.3% | +32.1% | -19.8% | +1.5% |
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