+140.3%
ASML vs DAL
+174.3%
-34.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +7.2% | -10.8% | -6.4% |
| 7D | -10.0% | +11.1% | -21.1% | -13.9% |
| 30D | -19.4% | +7.7% | -27.2% | -22.1% |
| 3M | -12.5% | -3.5% | -8.9% | -11.6% |
| 6M | +8.2% | +31.3% | -23.1% | -3.9% |
| YTD | +40.7% | +30.0% | +10.8% | +24.8% |
| 1Y | +46.1% | +62.1% | -15.9% | +19.3% |
| All | +140.3% | +174.3% | -34.0% | +36.8% |
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