+161.6%
ADBE vs DAL
+132.4%
+29.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.8% | -8.5% | -7.1% |
| 7D | -8.6% | +0.1% | -8.7% | -8.7% |
| 30D | +2.8% | -13.9% | +16.7% | +6.0% |
| 3M | +3.1% | +1.1% | +2.1% | +2.3% |
| 6M | -2.4% | +26.2% | -28.7% | -8.7% |
| YTD | -23.9% | +16.4% | -40.3% | -27.6% |
| 1Y | -22.6% | +33.9% | -56.4% | -29.2% |
| 3Y | -52.7% | +93.4% | -146.1% | -61.6% |
| 5Y | -60.0% | +106.4% | -166.4% | -68.8% |
| All | +161.6% | +132.4% | +29.2% | +95.4% |
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 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