+117.9%
ASML vs DAL
+162.4%
-44.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -7.6% |
| 7D | -19.0% | +4.6% | -23.6% | -20.6% |
| 30D | -25.9% | +2.3% | -28.3% | -26.8% |
| 3M | -19.1% | -8.1% | -11.0% | -16.6% |
| 6M | -5.7% | +21.4% | -27.2% | -13.6% |
| YTD | +27.6% | +24.3% | +3.3% | +15.3% |
| 1Y | +30.8% | +47.4% | -16.6% | +10.9% |
| All | +117.9% | +162.4% | -44.5% | +26.4% |
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