+5,749.7%
ASML vs DAL
+379.9%
+5,369.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +7.2% | -10.8% | -5.5% |
| 7D | -10.0% | +11.1% | -21.1% | -12.6% |
| 30D | -19.4% | +7.7% | -27.2% | -21.2% |
| 3M | -12.5% | -3.5% | -8.9% | -11.9% |
| 6M | +8.2% | +31.3% | -23.1% | +0.2% |
| YTD | +40.7% | +30.0% | +10.8% | +30.5% |
| 1Y | +46.1% | +62.1% | -15.9% | +27.8% |
| 3Y | +138.5% | +176.6% | -38.2% | +77.6% |
| 5Y | +84.2% | +126.2% | -42.0% | +42.8% |
| 10Y | +1,505.1% | +135.1% | +1,370.0% | +1,058.1% |
| All | +5,749.7% | +379.9% | +5,369.8% | +2,973.9% |
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