+104.3%
DAL vs A
+302.9%
-198.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | -1.1% | -0.5% | -0.6% | -0.8% |
| 30D | +12.8% | 0.0% | +12.9% | +12.9% |
| 3M | -5.3% | +16.7% | -22.0% | -13.2% |
| 6M | +22.4% | +54.8% | -32.5% | -5.2% |
| YTD | +25.6% | +28.8% | -3.2% | +7.4% |
| 1Y | +45.5% | +19.3% | +26.2% | +29.8% |
| 3Y | +161.0% | +65.5% | +95.4% | +88.0% |
| 5Y | +112.2% | +12.1% | +100.2% | +84.8% |
| All | +104.3% | +302.9% | -198.6% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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