+104.3%
DAL vs ALL
+377.9%
-273.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -1.1% | +5.0% | -6.1% | -3.9% |
| 30D | +12.8% | +13.3% | -0.5% | +4.8% |
| 3M | -5.3% | +3.2% | -8.5% | -7.6% |
| 6M | +22.4% | +25.3% | -3.0% | +4.6% |
| YTD | +25.6% | +30.5% | -4.8% | +3.8% |
| 1Y | +45.5% | +29.2% | +16.3% | +20.9% |
| 3Y | +161.0% | +119.1% | +41.8% | +43.5% |
| 5Y | +112.2% | +162.6% | -50.4% | -5.2% |
| All | +104.3% | +377.9% | -273.6% | -41.7% |
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