+14.3%
ABT vs DAL
+95.1%
-80.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | +2.5% | -13.9% | +16.4% | +3.6% |
| 3M | +20.2% | +1.1% | +19.1% | +20.0% |
| 6M | -2.9% | +26.2% | -29.2% | -4.8% |
| YTD | -11.9% | +16.4% | -28.4% | -13.3% |
| 1Y | -16.5% | +33.9% | -50.4% | -18.6% |
| All | +14.3% | +95.1% | -80.8% | +7.4% |
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 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