+203.0%
AMAT vs DAL
+95.1%
+107.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.8% | +2.5% | +3.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -14.8% | -13.9% | -0.9% | -9.2% |
| 3M | -9.3% | +1.1% | -10.3% | -9.5% |
| 6M | +27.4% | +26.2% | +1.1% | +15.7% |
| YTD | +77.6% | +16.4% | +61.1% | +65.6% |
| 1Y | +188.9% | +33.9% | +155.1% | +154.3% |
| All | +203.0% | +95.1% | +107.9% | +88.6% |
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