-7.7%
AAL vs DOW
-35.3%
+27.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -0.3% | -2.9% | +2.6% | +0.5% |
| 30D | -19.0% | +2.0% | -21.0% | -19.8% |
| 3M | -5.1% | -12.5% | +7.5% | -1.7% |
| 6M | +15.5% | -9.2% | +24.7% | +11.8% |
| YTD | -15.8% | +30.8% | -46.6% | -35.1% |
| 1Y | -0.3% | +29.4% | -29.7% | -23.7% |
| 3Y | -7.7% | -34.6% | +26.9% | -1.7% |
| All | -7.7% | -35.3% | +27.6% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling