+166.1%
B vs DAL
+168.1%
-2.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | +0.2% |
| 7D | +9.6% | +8.8% | +0.8% | +8.0% |
| 30D | +3.5% | +5.4% | -1.9% | +2.5% |
| 3M | -1.6% | -4.9% | +3.3% | -1.0% |
| 6M | -1.7% | +19.8% | -21.5% | -4.8% |
| YTD | -5.3% | +27.0% | -32.3% | -9.5% |
| 1Y | +27.2% | +52.5% | -25.2% | +18.8% |
| 3Y | +166.1% | +173.8% | -7.7% | +135.8% |
| All | +166.1% | +168.1% | -2.0% | +135.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling