+247.2%
AMAT vs DAL
+106.7%
+140.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.7% |
| 3M | -9.3% | +1.1% | -10.3% | -9.7% |
| 6M | +27.4% | +26.2% | +1.1% | +14.3% |
| YTD | +77.6% | +16.4% | +61.1% | +64.2% |
| 1Y | +188.9% | +33.9% | +155.1% | +149.9% |
| 3Y | +202.3% | +93.4% | +108.9% | +103.1% |
| All | +247.2% | +106.7% | +140.5% | +117.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling