+145.3%
DAL vs ALL
+370.7%
-225.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.6% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | -13.9% | -1.5% | -12.4% | -13.4% |
| 3M | +1.1% | +23.6% | -22.5% | -12.1% |
| 6M | +26.2% | +22.3% | +3.9% | +9.7% |
| YTD | +16.4% | +26.5% | -10.1% | -1.5% |
| 1Y | +33.9% | +27.0% | +6.8% | +12.2% |
| 3Y | +93.4% | +149.6% | -56.2% | -3.7% |
| 5Y | +106.4% | +118.1% | -11.7% | +7.7% |
| All | +145.3% | +370.7% | -225.4% | -27.5% |
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