-22.5%
ACN vs DAL
+101.3%
-123.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -3.9% | -2.3% |
| 7D | +0.9% | +8.8% | -7.9% | -1.2% |
| 30D | +33.5% | +5.4% | +28.1% | +31.5% |
| 3M | +53.5% | -4.9% | +58.4% | +54.8% |
| 6M | +52.2% | +19.8% | +32.4% | +43.9% |
| YTD | -0.1% | +27.0% | -27.1% | -7.6% |
| 1Y | +11.0% | +52.5% | -41.4% | -2.4% |
| 3Y | -11.8% | +173.8% | -185.6% | -38.1% |
| All | -22.5% | +101.3% | -123.8% | -43.4% |
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 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