-57.6%
AAL vs DOW
-15.9%
-41.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -1.3% | -6.0% | +4.7% | +2.1% |
| 30D | -13.7% | -2.7% | -11.0% | -12.8% |
| 3M | -8.2% | -10.5% | +2.3% | -4.7% |
| 6M | +13.1% | -12.4% | +25.5% | +12.5% |
| YTD | -15.6% | +30.0% | -45.6% | -37.2% |
| 1Y | +1.4% | +27.8% | -26.4% | -25.0% |
| 3Y | -7.4% | -34.9% | +27.5% | +6.6% |
| 5Y | -35.9% | -35.9% | -0.1% | -25.8% |
| All | -57.6% | -15.9% | -41.7% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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