+105.0%
DAL vs ALL
+376.2%
-271.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -6.2% |
| 7D | +1.4% | 0.0% | +1.4% | +1.2% |
| 30D | +9.1% | +12.8% | -3.7% | +1.6% |
| 3M | -3.5% | +4.7% | -8.2% | -6.6% |
| 6M | +23.4% | +24.9% | -1.6% | +5.6% |
| YTD | +26.0% | +30.0% | -3.9% | +4.4% |
| 1Y | +44.6% | +29.9% | +14.7% | +19.7% |
| 3Y | +162.7% | +117.5% | +45.2% | +45.1% |
| 5Y | +113.0% | +161.7% | -48.7% | -4.7% |
| All | +105.0% | +376.2% | -271.2% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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