+118.1%
DAL vs AMC
-98.7%
+216.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.5% | +8.2% | -3.7% |
| 7D | +4.6% | 0.0% | +4.6% | +4.6% |
| 30D | +2.3% | +4.4% | -2.1% | +2.1% |
| 3M | -8.1% | +15.4% | -23.5% | -8.9% |
| 6M | +21.4% | +93.7% | -72.3% | +16.0% |
| YTD | +24.3% | +97.4% | -73.1% | +18.3% |
| 1Y | +47.4% | +23.2% | +24.2% | +43.5% |
| 3Y | +164.6% | -71.3% | +235.9% | +168.5% |
| 5Y | +100.2% | -99.3% | +199.5% | +125.7% |
| All | +118.1% | -98.7% | +216.9% | +102.4% |
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