+188.2%
B vs DAL
+142.6%
+45.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +9.4% | -13.9% | +23.4% | +10.4% |
| 3M | +5.0% | +1.1% | +3.9% | +4.9% |
| 6M | -3.5% | +26.2% | -29.8% | -4.9% |
| YTD | +4.5% | +16.4% | -12.0% | +3.3% |
| 1Y | +67.8% | +33.9% | +33.9% | +64.7% |
| 3Y | +196.7% | +93.4% | +103.3% | +184.6% |
| 5Y | +151.9% | +106.4% | +45.6% | +140.2% |
| All | +188.2% | +142.6% | +45.6% | +147.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling