+173.8%
DAL vs ALL
+105.5%
+68.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.6% | +2.8% |
| 7D | +8.8% | -1.9% | +10.7% | +9.1% |
| 30D | +5.4% | +13.8% | -8.4% | +3.6% |
| 3M | -4.9% | -7.0% | +2.1% | -3.9% |
| 6M | +19.8% | +18.0% | +1.8% | +16.0% |
| YTD | +27.0% | +24.2% | +2.8% | +21.1% |
| 1Y | +52.5% | +31.2% | +21.3% | +43.5% |
| 3Y | +173.8% | +107.5% | +66.3% | +159.6% |
| All | +173.8% | +105.5% | +68.3% | +159.6% |
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