+176.3%
DAL vs AEM
+318.0%
-141.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.6% |
| 7D | +2.3% | +1.4% | +1.0% | +2.1% |
| 30D | +14.3% | -1.2% | +15.5% | +14.2% |
| 3M | +1.3% | +2.5% | -1.3% | +0.6% |
| 6M | +29.3% | -5.1% | +34.4% | +28.9% |
| YTD | +33.0% | +10.4% | +22.6% | +29.9% |
| 1Y | +59.8% | +11.8% | +48.1% | +55.9% |
| All | +176.3% | +318.0% | -141.7% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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