+122.8%
DAL vs AMC
-98.7%
+221.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.2% | +2.1% |
| 7D | +8.8% | +2.6% | +6.2% | +8.7% |
| 30D | +5.4% | +9.0% | -3.6% | +4.9% |
| 3M | -4.9% | +22.2% | -27.1% | -6.1% |
| 6M | +19.8% | +91.5% | -71.6% | +14.6% |
| YTD | +27.0% | +101.3% | -74.3% | +20.7% |
| 1Y | +52.5% | +20.8% | +31.7% | +48.6% |
| 3Y | +173.8% | -71.3% | +245.2% | +177.8% |
| 5Y | +104.5% | -99.2% | +203.8% | +130.3% |
| All | +122.8% | -98.7% | +221.5% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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