+120.0%
ADBE vs DAL
+136.2%
-16.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.1% | -2.0% |
| 7D | -5.6% | +10.0% | -15.7% | -7.7% |
| 30D | -2.0% | +12.0% | -14.1% | -4.6% |
| 3M | -10.5% | +0.8% | -11.3% | -11.0% |
| 6M | -6.2% | +26.2% | -32.4% | -11.8% |
| YTD | -32.2% | +33.7% | -65.9% | -37.6% |
| 1Y | -27.4% | +57.6% | -85.0% | -35.9% |
| 3Y | -58.9% | +183.5% | -242.4% | -69.5% |
| 5Y | -64.5% | +114.2% | -178.6% | -72.5% |
| 10Y | +120.0% | +128.1% | -8.1% | +75.1% |
| All | +120.0% | +136.2% | -16.2% | +75.1% |
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 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