+125.6%
DAL vs ALB
+34.3%
+91.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.7% | +1.8% |
| 7D | +10.7% | +5.3% | +5.5% | +8.8% |
| 30D | +12.5% | -6.3% | +18.8% | +14.7% |
| 3M | +3.6% | -27.4% | +31.0% | +13.9% |
| 6M | +26.7% | -53.1% | +79.8% | +59.1% |
| YTD | +34.3% | -32.3% | +66.6% | +44.6% |
| 1Y | +59.1% | -7.3% | +66.4% | +52.9% |
| 3Y | +179.9% | -14.9% | +194.8% | +146.0% |
| 5Y | +119.1% | -62.0% | +181.2% | +145.7% |
| 10Y | +125.6% | +33.0% | +92.6% | +40.5% |
| All | +125.6% | +34.3% | +91.3% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling