+100.2%
DAL vs ADM
+25.5%
+74.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | +4.6% | -7.5% | +12.1% | +6.2% |
| 30D | +2.3% | -14.3% | +16.6% | +5.6% |
| 3M | -8.1% | -8.6% | +0.5% | -6.8% |
| 6M | +21.4% | -9.9% | +31.3% | +22.9% |
| YTD | +24.3% | +25.1% | -0.8% | +14.3% |
| 1Y | +47.4% | +28.8% | +18.5% | +34.3% |
| 3Y | +164.6% | +6.9% | +157.8% | +146.3% |
| 5Y | +100.2% | +25.9% | +74.4% | +69.9% |
| All | +100.2% | +25.5% | +74.8% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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