+13.0%
AAL vs NDAQ
+118.0%
-105.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.1% |
| 7D | +2.9% | +1.7% | +1.2% | +2.0% |
| 30D | +6.5% | +16.2% | -9.7% | -2.1% |
| 3M | -10.9% | +14.0% | -24.8% | -17.3% |
| 6M | +4.9% | +22.3% | -17.4% | -7.1% |
| YTD | -13.2% | +13.0% | -26.2% | -19.8% |
| 1Y | -1.1% | +24.0% | -25.1% | -15.0% |
| All | +13.0% | +118.0% | -105.1% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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