+105.0%
DAL vs ALNY
+228.5%
-123.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.0% | -3.2% | -5.0% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +9.1% | -30.0% | +39.1% | +13.4% |
| 3M | -3.5% | -30.1% | +26.6% | +0.2% |
| 6M | +23.4% | -46.4% | +69.7% | +31.3% |
| YTD | +26.0% | -60.6% | +86.7% | +39.5% |
| 1Y | +44.6% | -65.4% | +110.0% | +62.6% |
| 3Y | +162.7% | -3.2% | +165.9% | +154.0% |
| 5Y | +113.0% | -8.3% | +121.3% | +102.4% |
| All | +105.0% | +228.5% | -123.5% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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