+193.0%
ARM vs DAL
+136.7%
+56.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.3% | +1.4% | +3.5% |
| 7D | -5.3% | +10.0% | -15.4% | -10.7% |
| 30D | -30.0% | +12.0% | -42.1% | -34.8% |
| 3M | -34.1% | +0.8% | -34.9% | -34.4% |
| 6M | -12.6% | +26.2% | -38.8% | -24.1% |
| YTD | +70.4% | +33.7% | +36.7% | +42.7% |
| 1Y | +22.3% | +57.6% | -35.3% | -7.1% |
| 3Y | +261.2% | +183.5% | +77.7% | +62.7% |
| All | +193.0% | +136.7% | +56.2% | +42.3% |
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