+108.6%
ASML vs DAL
+106.7%
+1.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +3.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +2.2% | -13.9% | +16.1% | +9.2% |
| 3M | -2.3% | +1.1% | -3.4% | -3.2% |
| 6M | +23.0% | +26.2% | -3.3% | +10.3% |
| YTD | +61.1% | +16.4% | +44.6% | +48.8% |
| 1Y | +129.1% | +33.9% | +95.3% | +97.8% |
| 3Y | +165.4% | +93.4% | +72.0% | +78.6% |
| All | +108.6% | +106.7% | +1.9% | +27.6% |
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