+86.8%
WFC vs DAL
+101.3%
-14.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.2% |
| 7D | +1.2% | +8.8% | -7.6% | -1.9% |
| 30D | +5.2% | +5.4% | -0.2% | +2.9% |
| 3M | -3.0% | -4.9% | +1.9% | -1.6% |
| 6M | +6.2% | +19.8% | -13.6% | -2.0% |
| YTD | -7.9% | +27.0% | -34.9% | -17.6% |
| 1Y | +0.3% | +52.5% | -52.2% | -16.7% |
| 3Y | +117.7% | +173.8% | -56.1% | +33.8% |
| All | +86.8% | +101.3% | -14.6% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling