+392.2%
DAL vs AEE
+352.1%
+40.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.1% |
| 7D | +8.8% | +2.1% | +6.7% | +7.7% |
| 30D | +5.4% | +11.4% | -6.0% | -0.3% |
| 3M | -4.9% | +5.0% | -9.9% | -7.3% |
| 6M | +19.8% | +4.4% | +15.4% | +16.7% |
| YTD | +27.0% | +15.4% | +11.6% | +16.8% |
| 1Y | +52.5% | +13.8% | +38.7% | +41.1% |
| 3Y | +173.8% | +58.0% | +115.8% | +108.7% |
| 5Y | +104.5% | +52.9% | +51.6% | +55.2% |
| 10Y | +129.7% | +205.1% | -75.4% | +5.0% |
| All | +392.2% | +352.1% | +40.1% | +41.3% |
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