+611.3%
ADI vs DAL
+128.9%
+482.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +2.4% | +3.4% | -0.9% | +1.3% |
| 30D | -6.6% | -13.6% | +7.0% | -1.9% |
| 3M | -9.8% | +1.2% | -11.0% | -10.5% |
| 6M | +15.7% | +34.5% | -18.8% | +3.4% |
| YTD | +35.1% | +14.7% | +20.5% | +26.7% |
| 1Y | +47.7% | +29.2% | +18.5% | +32.4% |
| 3Y | +114.5% | +100.0% | +14.5% | +60.0% |
| 5Y | +141.2% | +106.3% | +34.9% | +73.2% |
| 10Y | +611.3% | +126.4% | +484.9% | +376.3% |
| All | +611.3% | +128.9% | +482.4% | +376.3% |
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