+278.8%
WMB vs DAL
+106.7%
+172.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.1% |
| 7D | +0.6% | +0.1% | +0.4% | +0.5% |
| 30D | +3.3% | -13.9% | +17.2% | +4.9% |
| 3M | +3.1% | +1.1% | +2.1% | +2.7% |
| 6M | -0.7% | +26.2% | -26.9% | -4.2% |
| YTD | +25.2% | +16.4% | +8.7% | +21.7% |
| 1Y | +32.9% | +33.9% | -1.0% | +26.3% |
| 3Y | +140.6% | +93.4% | +47.2% | +109.8% |
| All | +278.8% | +106.7% | +172.1% | +218.9% |
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