+138.0%
B vs DAL
+101.3%
+36.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | +0.3% |
| 7D | +9.6% | +8.8% | +0.8% | +8.4% |
| 30D | +3.5% | +5.4% | -1.9% | +2.8% |
| 3M | -1.6% | -4.9% | +3.3% | -1.1% |
| 6M | -1.7% | +19.8% | -21.5% | -4.0% |
| YTD | -5.3% | +27.0% | -32.3% | -8.4% |
| 1Y | +27.2% | +52.5% | -25.2% | +20.9% |
| 3Y | +166.1% | +173.8% | -7.7% | +137.2% |
| All | +138.0% | +101.3% | +36.6% | +112.3% |
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