+322.9%
WMB vs DAL
+142.6%
+180.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | +0.6% | +0.1% | +0.4% | +0.5% |
| 30D | +3.3% | -13.9% | +17.2% | +7.3% |
| 3M | +3.1% | +1.1% | +2.1% | +2.1% |
| 6M | -0.7% | +26.2% | -26.9% | -8.4% |
| YTD | +25.2% | +16.4% | +8.7% | +17.3% |
| 1Y | +32.9% | +33.9% | -1.0% | +18.8% |
| 3Y | +140.6% | +93.4% | +47.2% | +80.6% |
| 5Y | +273.5% | +106.4% | +167.1% | +159.0% |
| All | +322.9% | +142.6% | +180.3% | +139.2% |
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