-40.6%
ACN vs DAL
+106.7%
-147.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +9.4% | -13.9% | +23.3% | +13.2% |
| 3M | +5.6% | +1.1% | +4.6% | +4.7% |
| 6M | -9.3% | +26.2% | -35.5% | -15.6% |
| YTD | -29.0% | +16.4% | -45.4% | -32.6% |
| 1Y | -24.7% | +33.9% | -58.5% | -31.4% |
| 3Y | -39.8% | +93.4% | -133.2% | -52.5% |
| All | -40.6% | +106.7% | -147.3% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling