+109.1%
ADI vs DAL
+95.1%
+14.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.9% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -3.8% | -13.9% | +10.1% | +1.9% |
| 3M | -15.3% | +1.1% | -16.3% | -16.0% |
| 6M | +6.7% | +26.2% | -19.6% | -4.2% |
| YTD | +34.8% | +16.4% | +18.3% | +24.0% |
| 1Y | +49.0% | +33.9% | +15.2% | +28.3% |
| All | +109.1% | +95.1% | +14.0% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling