+36.3%
BABA vs DAL
+168.1%
-131.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.9% |
| 7D | +11.6% | +8.8% | +2.8% | +10.1% |
| 30D | +2.3% | +5.4% | -3.1% | +1.3% |
| 3M | -13.7% | -4.9% | -8.8% | -13.2% |
| 6M | -21.9% | +19.8% | -41.8% | -24.7% |
| YTD | -24.6% | +27.0% | -51.6% | -28.3% |
| 1Y | -34.1% | +52.5% | -86.6% | -39.3% |
| 3Y | +36.3% | +173.8% | -137.6% | -4.0% |
| All | +36.3% | +168.1% | -131.8% | -4.0% |
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