+5,203.8%
ASML vs DAL
+359.0%
+4,844.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -8.2% |
| 7D | -19.0% | +4.6% | -23.6% | -20.1% |
| 30D | -25.9% | +2.3% | -28.3% | -26.5% |
| 3M | -19.1% | -8.1% | -11.0% | -17.4% |
| 6M | -5.7% | +21.4% | -27.2% | -10.8% |
| YTD | +27.6% | +24.3% | +3.3% | +19.8% |
| 1Y | +30.8% | +47.4% | -16.6% | +17.4% |
| 3Y | +116.2% | +164.6% | -48.4% | +63.0% |
| 5Y | +67.7% | +100.2% | -32.6% | +34.1% |
| 10Y | +1,355.3% | +124.9% | +1,230.4% | +963.4% |
| All | +5,203.8% | +359.0% | +4,844.7% | +2,722.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling