+114.2%
DAL vs A
+16.0%
+98.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.1% | +2.2% | +3.7% |
| 7D | +10.0% | +4.8% | +5.3% | +7.6% |
| 30D | +12.0% | +5.6% | +6.4% | +8.9% |
| 3M | +0.8% | +23.6% | -22.8% | -10.1% |
| 6M | +26.2% | +56.4% | -30.2% | -1.9% |
| YTD | +33.7% | +33.4% | +0.3% | +13.0% |
| 1Y | +57.6% | +23.7% | +33.9% | +38.8% |
| 3Y | +183.5% | +71.0% | +112.5% | +101.3% |
| 5Y | +114.2% | +16.8% | +97.3% | +76.1% |
| All | +114.2% | +16.0% | +98.2% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling