+122.8%
DAL vs ALLE
+222.4%
-99.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.8% |
| 7D | +8.8% | -0.6% | +9.4% | +9.3% |
| 30D | +5.4% | +25.3% | -19.9% | -10.4% |
| 3M | -4.9% | +10.3% | -15.2% | -11.7% |
| 6M | +19.8% | +38.0% | -18.2% | -5.7% |
| YTD | +27.0% | +17.8% | +9.2% | +10.4% |
| 1Y | +52.5% | +13.6% | +38.9% | +36.1% |
| 3Y | +173.8% | +89.2% | +84.6% | +64.7% |
| 5Y | +104.5% | +51.1% | +53.5% | +42.0% |
| All | +122.8% | +222.4% | -99.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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