+100.5%
WMB vs DAL
+168.1%
-67.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.4% |
| 7D | -13.8% | +8.8% | -22.6% | -14.2% |
| 30D | -10.3% | +5.4% | -15.7% | -10.6% |
| 3M | -10.1% | -4.9% | -5.1% | -9.8% |
| 6M | -11.8% | +19.8% | -31.7% | -13.1% |
| YTD | +8.9% | +27.0% | -18.0% | +6.5% |
| 1Y | +14.0% | +52.5% | -38.5% | +9.0% |
| 3Y | +100.5% | +173.8% | -73.3% | +72.2% |
| All | +100.5% | +168.1% | -67.5% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling