+232.9%
ABT vs DAL
+136.2%
+96.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | -0.2% |
| 7D | +0.3% | +10.0% | -9.7% | -1.0% |
| 30D | +11.6% | +12.0% | -0.4% | +9.9% |
| 3M | +3.1% | +0.8% | +2.3% | +2.8% |
| 6M | +32.8% | +26.2% | +6.6% | +28.2% |
| YTD | -9.6% | +33.7% | -43.3% | -13.7% |
| 1Y | -10.4% | +57.6% | -67.9% | -16.3% |
| 3Y | +25.8% | +183.5% | -157.7% | +5.0% |
| 5Y | -3.4% | +114.2% | -117.6% | -17.7% |
| 10Y | +232.9% | +128.1% | +104.7% | +177.9% |
| All | +232.9% | +136.2% | +96.6% | +177.9% |
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