+1,346.5%
ADI vs DAL
+368.9%
+977.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | +0.2% |
| 7D | -12.8% | +8.8% | -21.6% | -14.6% |
| 30D | -11.3% | +5.4% | -16.7% | -12.5% |
| 3M | -3.4% | -4.9% | +1.6% | -2.4% |
| 6M | -12.0% | +19.8% | -31.9% | -16.1% |
| YTD | +35.3% | +27.0% | +8.3% | +26.6% |
| 1Y | +58.1% | +52.5% | +5.6% | +41.8% |
| 3Y | +127.4% | +173.8% | -46.5% | +76.3% |
| 5Y | +114.6% | +104.5% | +10.0% | +74.3% |
| 10Y | +589.3% | +129.7% | +459.6% | +418.6% |
| All | +1,346.5% | +368.9% | +977.6% | +701.8% |
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