+98.5%
DAL vs ALL
+150.1%
-51.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.0% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | -13.9% | -1.5% | -12.4% | -13.8% |
| 3M | +1.1% | +23.6% | -22.5% | -2.8% |
| 6M | +26.2% | +22.3% | +3.9% | +21.4% |
| YTD | +16.4% | +26.5% | -10.1% | +10.8% |
| 1Y | +33.9% | +27.0% | +6.8% | +27.2% |
| All | +98.5% | +150.1% | -51.6% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling