+351.3%
DAL vs AEE
+323.6%
+27.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | -13.9% | -2.3% | -11.6% | -12.9% |
| 3M | +1.1% | +0.2% | +0.9% | +0.6% |
| 6M | +26.2% | -4.7% | +31.0% | +28.7% |
| YTD | +16.4% | +8.1% | +8.3% | +10.7% |
| 1Y | +33.9% | +8.5% | +25.3% | +26.8% |
| 3Y | +93.4% | +48.9% | +44.5% | +51.4% |
| 5Y | +106.4% | +39.9% | +66.4% | +63.8% |
| 10Y | +143.0% | +186.5% | -43.6% | +14.4% |
| All | +351.3% | +323.6% | +27.7% | +34.0% |
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