+526.6%
WMT vs DAL
+136.2%
+390.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.2% | -0.3% |
| 7D | -1.6% | +10.0% | -11.6% | -2.3% |
| 30D | +12.9% | +12.0% | +0.8% | +11.9% |
| 3M | +12.6% | +0.8% | +11.8% | +12.4% |
| 6M | -3.4% | +26.2% | -29.6% | -5.2% |
| YTD | +13.5% | +33.7% | -20.2% | +10.7% |
| 1Y | +23.5% | +57.6% | -34.1% | +18.9% |
| 3Y | +137.3% | +183.5% | -46.1% | +117.3% |
| 5Y | +167.9% | +114.2% | +53.7% | +147.1% |
| 10Y | +526.6% | +128.1% | +398.5% | +505.9% |
| All | +526.6% | +136.2% | +390.4% | +505.9% |
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 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