+67.7%
ASML vs DAL
+103.7%
-36.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -7.3% |
| 7D | -19.0% | +4.6% | -23.6% | -20.8% |
| 30D | -25.9% | +2.3% | -28.3% | -27.0% |
| 3M | -19.1% | -8.1% | -11.0% | -16.2% |
| 6M | -5.7% | +21.4% | -27.2% | -14.7% |
| YTD | +27.6% | +24.3% | +3.3% | +13.5% |
| 1Y | +30.8% | +47.4% | -16.6% | +7.4% |
| 3Y | +116.2% | +164.6% | -48.4% | +20.3% |
| 5Y | +67.7% | +100.2% | -32.6% | -4.3% |
| All | +67.7% | +103.7% | -36.0% | -4.3% |
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