+105.0%
DAL vs AA
+44.7%
+60.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.4% | -3.8% | -4.7% |
| 7D | +1.4% | +5.3% | -3.9% | -0.4% |
| 30D | +9.1% | -2.3% | +11.3% | +9.8% |
| 3M | -3.5% | -20.8% | +17.3% | +3.8% |
| 6M | +23.4% | -39.8% | +63.2% | +43.3% |
| YTD | +26.0% | -23.3% | +49.3% | +31.2% |
| 1Y | +44.6% | +1.8% | +42.8% | +35.6% |
| 3Y | +162.7% | +69.5% | +93.2% | +92.5% |
| 5Y | +113.0% | -18.0% | +131.0% | +80.3% |
| All | +105.0% | +44.7% | +60.3% | -12.7% |
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