+1,341.3%
ADI vs DAL
+329.9%
+1,011.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -3.8% | -13.9% | +10.1% | -0.4% |
| 3M | -15.3% | +1.1% | -16.3% | -15.6% |
| 6M | +6.7% | +26.2% | -19.6% | +0.5% |
| YTD | +34.8% | +16.4% | +18.3% | +28.8% |
| 1Y | +49.0% | +33.9% | +15.2% | +37.7% |
| 3Y | +108.1% | +93.4% | +14.7% | +74.1% |
| 5Y | +142.4% | +106.4% | +36.1% | +96.9% |
| 10Y | +589.9% | +143.0% | +446.9% | +416.8% |
| All | +1,341.3% | +329.9% | +1,011.4% | +715.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling