+388.6%
DAL vs AEE
+354.8%
+33.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.3% |
| 7D | +1.4% | +0.6% | +0.8% | +1.1% |
| 30D | +9.1% | +8.8% | +0.3% | +4.5% |
| 3M | -3.5% | +5.1% | -8.5% | -5.9% |
| 6M | +23.4% | +5.2% | +18.2% | +19.7% |
| YTD | +26.0% | +16.1% | +10.0% | +15.6% |
| 1Y | +44.6% | +10.4% | +34.2% | +36.0% |
| 3Y | +162.7% | +63.1% | +99.6% | +96.8% |
| 5Y | +113.0% | +55.6% | +57.4% | +60.3% |
| 10Y | +109.8% | +217.1% | -107.3% | -6.3% |
| All | +388.6% | +354.8% | +33.7% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling