+168.1%
DAL vs AMC
-72.0%
+240.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.5% | +8.2% | -3.2% |
| 7D | +4.6% | 0.0% | +4.6% | +4.6% |
| 30D | +2.3% | +4.4% | -2.1% | +1.9% |
| 3M | -8.1% | +15.4% | -23.5% | -9.5% |
| 6M | +21.4% | +93.7% | -72.3% | +11.8% |
| YTD | +24.3% | +97.4% | -73.1% | +13.6% |
| 1Y | +47.4% | +23.2% | +24.2% | +39.8% |
| All | +168.1% | -72.0% | +240.1% | +188.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling