+127.4%
ADI vs DAL
+168.1%
-40.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | -0.2% |
| 7D | -12.8% | +8.8% | -21.6% | -15.8% |
| 30D | -11.3% | +5.4% | -16.7% | -13.3% |
| 3M | -3.4% | -4.9% | +1.6% | -1.7% |
| 6M | -12.0% | +19.8% | -31.9% | -19.1% |
| YTD | +35.3% | +27.0% | +8.3% | +19.9% |
| 1Y | +58.1% | +52.5% | +5.6% | +29.2% |
| 3Y | +127.4% | +173.8% | -46.5% | +23.6% |
| All | +127.4% | +168.1% | -40.7% | +23.6% |
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