+134.7%
ABBV vs DAL
+164.8%
-30.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.1% |
| 7D | +2.2% | +1.4% | +0.8% | +2.1% |
| 30D | +8.0% | +9.1% | -1.1% | +7.4% |
| 3M | +19.1% | -3.5% | +22.6% | +19.3% |
| 6M | +43.5% | +23.4% | +20.2% | +41.6% |
| YTD | +32.7% | +26.0% | +6.7% | +30.5% |
| 1Y | +30.0% | +44.6% | -14.6% | +26.5% |
| All | +134.7% | +164.8% | -30.1% | +110.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling