+135.2%
B vs DAL
+103.7%
+31.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.9% | +1.1% |
| 7D | +4.3% | +4.6% | -0.2% | +3.7% |
| 30D | -0.9% | +2.3% | -3.3% | -1.3% |
| 3M | -1.4% | -8.1% | +6.7% | -0.5% |
| 6M | +5.0% | +21.4% | -16.4% | +2.4% |
| YTD | -5.8% | +24.3% | -30.1% | -8.6% |
| 1Y | +25.6% | +47.4% | -21.8% | +19.9% |
| 3Y | +161.6% | +164.6% | -3.0% | +134.1% |
| 5Y | +135.2% | +100.2% | +35.0% | +110.2% |
| All | +135.2% | +103.7% | +31.5% | +110.2% |
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 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