+122.8%
DAL vs ALL
+370.9%
-248.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.6% | +4.7% |
| 7D | +8.8% | -1.9% | +10.7% | +10.0% |
| 30D | +5.4% | +13.8% | -8.4% | -2.4% |
| 3M | -4.9% | -7.0% | +2.1% | -1.5% |
| 6M | +19.8% | +18.0% | +1.8% | +6.1% |
| YTD | +27.0% | +24.2% | +2.8% | +8.0% |
| 1Y | +52.5% | +31.2% | +21.3% | +25.1% |
| 3Y | +173.8% | +107.5% | +66.3% | +55.4% |
| 5Y | +104.5% | +144.8% | -40.3% | -4.3% |
| All | +122.8% | +370.9% | -248.1% | -38.0% |
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