+1,052.7%
WMT vs DAL
+395.8%
+656.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +0.6% | +10.7% | -10.2% | -0.4% |
| 30D | +12.8% | +12.5% | +0.2% | +11.4% |
| 3M | +11.7% | +3.6% | +8.1% | +11.2% |
| 6M | -3.5% | +26.7% | -30.2% | -6.0% |
| YTD | +13.4% | +34.3% | -20.9% | +9.6% |
| 1Y | +23.6% | +59.1% | -35.5% | +17.5% |
| 3Y | +133.9% | +179.9% | -46.0% | +107.8% |
| 5Y | +170.1% | +119.1% | +51.0% | +142.0% |
| 10Y | +523.5% | +125.6% | +397.9% | +435.6% |
| All | +1,052.7% | +395.8% | +656.9% | +692.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling