+168.1%
DAL vs ALB
-17.6%
+185.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.6% | -7.9% | -5.2% |
| 7D | +4.6% | +5.5% | -0.9% | +3.3% |
| 30D | +2.3% | -7.5% | +9.8% | +4.0% |
| 3M | -8.1% | -16.9% | +8.9% | -4.8% |
| 6M | +21.4% | -49.2% | +70.6% | +40.5% |
| YTD | +24.3% | -29.9% | +54.2% | +29.6% |
| 1Y | +47.4% | +8.2% | +39.2% | +35.9% |
| All | +168.1% | -17.6% | +185.6% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling