+1,111.0%
AMAT vs DAL
+122.2%
+988.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.3% | -9.2% | -11.7% |
| 7D | -24.3% | +4.6% | -28.8% | -25.8% |
| 30D | -39.8% | +2.3% | -42.1% | -40.5% |
| 3M | -40.2% | -8.1% | -32.1% | -38.2% |
| 6M | -22.1% | +21.4% | -43.5% | -28.5% |
| YTD | +24.7% | +24.3% | +0.4% | +12.7% |
| 1Y | +33.3% | +47.4% | -14.1% | +12.1% |
| 3Y | +133.9% | +164.6% | -30.8% | +46.0% |
| 5Y | +117.1% | +100.2% | +16.8% | +47.9% |
| All | +1,111.0% | +122.2% | +988.8% | +695.0% |
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 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