+122.8%
DAL vs AA
+63.3%
+59.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.9% | -0.8% | +1.2% |
| 7D | +8.8% | +0.9% | +7.9% | +8.6% |
| 30D | +5.4% | -6.7% | +12.1% | +7.8% |
| 3M | -4.9% | -16.3% | +11.4% | +0.1% |
| 6M | +19.8% | -37.1% | +57.0% | +36.9% |
| YTD | +27.0% | -25.0% | +52.0% | +33.2% |
| 1Y | +52.5% | +8.6% | +43.9% | +39.6% |
| 3Y | +173.8% | +57.2% | +116.6% | +106.1% |
| 5Y | +104.5% | -13.0% | +117.6% | +68.5% |
| All | +122.8% | +63.3% | +59.5% | -4.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling