+630.6%
ADI vs DAL
+136.2%
+494.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.3% | +3.3% | +6.7% |
| 7D | -4.4% | +10.0% | -14.5% | -7.5% |
| 30D | -2.8% | +12.0% | -14.9% | -6.6% |
| 3M | +1.5% | +0.8% | +0.7% | +1.1% |
| 6M | -4.7% | +26.2% | -30.9% | -12.8% |
| YTD | +46.8% | +33.7% | +13.1% | +30.5% |
| 1Y | +74.9% | +57.6% | +17.3% | +46.8% |
| 3Y | +147.4% | +183.5% | -36.0% | +64.7% |
| 5Y | +131.9% | +114.2% | +17.7% | +63.8% |
| 10Y | +630.6% | +128.1% | +502.5% | +385.1% |
| All | +630.6% | +136.2% | +494.4% | +385.1% |
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