+590.1%
ABBV vs DAL
+128.3%
+461.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +2.8% | +10.7% | -8.0% | +1.6% |
| 30D | +7.0% | +12.5% | -5.6% | +5.4% |
| 3M | +19.2% | +3.6% | +15.6% | +18.6% |
| 6M | +47.8% | +26.7% | +21.0% | +43.2% |
| YTD | +32.5% | +34.3% | -1.8% | +27.0% |
| 1Y | +38.4% | +59.1% | -20.7% | +29.8% |
| 3Y | +134.3% | +179.9% | -45.6% | +98.9% |
| 5Y | +200.6% | +119.1% | +81.5% | +158.3% |
| 10Y | +590.1% | +125.6% | +464.5% | +493.6% |
| All | +590.1% | +128.3% | +461.9% | +493.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling