+14.7%
WMB vs DAL
+55.6%
-40.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.6% |
| 7D | -6.9% | +10.7% | -17.6% | -5.8% |
| 30D | -7.2% | +12.5% | -19.7% | -5.8% |
| 3M | -5.4% | +3.6% | -9.1% | -4.7% |
| 6M | -4.9% | +26.7% | -31.6% | -2.3% |
| YTD | +14.7% | +34.3% | -19.6% | +17.3% |
| 1Y | +14.7% | +59.1% | -44.4% | +15.6% |
| All | +14.7% | +55.6% | -40.9% | +15.6% |
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