+161.0%
DAL vs ALNY
+1.9%
+159.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -1.1% |
| 7D | -1.1% | +5.8% | -6.9% | -1.9% |
| 30D | +12.8% | -26.5% | +39.3% | +16.8% |
| 3M | -5.3% | -27.3% | +22.1% | -1.9% |
| 6M | +22.4% | -43.4% | +65.7% | +30.0% |
| YTD | +25.6% | -58.5% | +84.1% | +40.2% |
| 1Y | +45.5% | -63.6% | +109.2% | +65.7% |
| 3Y | +161.0% | 0.0% | +160.9% | +155.8% |
| All | +161.0% | +1.9% | +159.0% | +155.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling