+23.0%
WMT vs DAL
+50.2%
-27.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.6% | +0.5% |
| 7D | -1.2% | +1.4% | -2.6% | -1.3% |
| 30D | +12.4% | +9.1% | +3.3% | +12.2% |
| 3M | +9.0% | -3.5% | +12.5% | +8.8% |
| 6M | -3.0% | +23.4% | -26.3% | -3.0% |
| YTD | +14.0% | +26.0% | -12.1% | +12.7% |
| 1Y | +23.0% | +44.6% | -21.6% | +25.2% |
| All | +23.0% | +50.2% | -27.2% | +25.2% |
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 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