+33.9%
DAL vs AA
+63.2%
-29.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.1% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | -13.9% | +5.0% | -18.9% | -14.7% |
| 3M | +1.1% | -35.8% | +36.9% | +8.1% |
| 6M | +26.2% | -18.4% | +44.6% | +27.4% |
| YTD | +16.4% | -5.5% | +21.9% | +12.3% |
| 1Y | +33.9% | +61.0% | -27.1% | +17.5% |
| All | +33.9% | +63.2% | -29.4% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling