+201.2%
ABT vs DAL
+136.7%
+64.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | -5.0% | -0.6% | -4.3% | -4.9% |
| 30D | -5.8% | -13.5% | +7.7% | -4.0% |
| 3M | +16.7% | +2.6% | +14.2% | +16.2% |
| 6M | -5.2% | +32.7% | -37.9% | -9.1% |
| YTD | -16.0% | +13.6% | -29.6% | -17.9% |
| 1Y | -18.3% | +28.8% | -47.1% | -21.7% |
| 3Y | +9.2% | +98.2% | -88.9% | -4.2% |
| 5Y | -11.6% | +105.9% | -117.5% | -24.4% |
| All | +201.2% | +136.7% | +64.6% | +136.4% |
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