+145.3%
DAL vs ALB
+75.7%
+69.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.4% | +6.3% | +3.2% |
| 7D | +0.1% | -8.1% | +8.2% | +2.8% |
| 30D | -13.9% | +6.3% | -20.2% | -16.0% |
| 3M | +1.1% | -23.6% | +24.7% | +9.1% |
| 6M | +26.2% | -24.6% | +50.9% | +34.6% |
| YTD | +16.4% | -10.3% | +26.7% | +15.1% |
| 1Y | +33.9% | +61.5% | -27.6% | +5.8% |
| 3Y | +93.4% | -34.0% | +127.4% | +90.5% |
| 5Y | +106.4% | -44.6% | +150.9% | +103.3% |
| All | +145.3% | +75.7% | +69.5% | +35.2% |
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