+183.5%
DAL vs AA
+67.3%
+116.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.8% | -0.5% | +3.6% |
| 7D | +10.0% | +4.8% | +5.2% | +8.6% |
| 30D | +12.0% | -0.6% | +12.7% | +12.2% |
| 3M | +0.8% | -16.3% | +17.1% | +5.5% |
| 6M | +26.2% | -33.4% | +59.6% | +39.5% |
| YTD | +33.7% | -20.7% | +54.4% | +35.4% |
| 1Y | +57.6% | +12.9% | +44.6% | +39.4% |
| 3Y | +183.5% | +75.7% | +107.8% | +110.1% |
| All | +183.5% | +67.3% | +116.1% | +110.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling