+259.9%
WMB vs DAL
+136.2%
+123.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.3% | -1.6% | +2.3% |
| 7D | -6.7% | +10.0% | -16.7% | -9.1% |
| 30D | -8.6% | +12.0% | -20.6% | -11.6% |
| 3M | -4.9% | +0.8% | -5.7% | -5.7% |
| 6M | -6.3% | +26.2% | -32.5% | -13.2% |
| YTD | +13.0% | +33.7% | -20.7% | +1.7% |
| 1Y | +14.9% | +57.6% | -42.7% | -1.6% |
| 3Y | +113.4% | +183.5% | -70.1% | +42.3% |
| 5Y | +190.2% | +114.2% | +76.0% | +102.9% |
| 10Y | +259.9% | +128.1% | +131.7% | +139.0% |
| All | +259.9% | +136.2% | +123.6% | +139.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling