+1,162.1%
AMAT vs DAL
+127.0%
+1,035.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.1% | +3.3% |
| 7D | -14.7% | +8.8% | -23.5% | -17.8% |
| 30D | -36.1% | +5.4% | -41.5% | -37.6% |
| 3M | -36.9% | -4.9% | -31.9% | -35.7% |
| 6M | -22.2% | +19.8% | -42.0% | -28.2% |
| YTD | +29.9% | +27.0% | +2.9% | +16.4% |
| 1Y | +43.3% | +52.5% | -9.2% | +18.9% |
| 3Y | +142.7% | +173.8% | -31.2% | +49.4% |
| 5Y | +126.2% | +104.5% | +21.7% | +52.8% |
| All | +1,162.1% | +127.0% | +1,035.1% | +721.3% |
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