+283.0%
DAL vs AMC
-97.4%
+380.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +7.3% | -0.2% | +6.8% |
| 7D | +11.1% | +17.7% | -6.7% | +10.1% |
| 30D | +7.7% | +26.2% | -18.4% | +6.3% |
| 3M | -3.5% | +31.3% | -34.9% | -5.1% |
| 6M | +31.3% | +142.8% | -111.4% | +23.6% |
| YTD | +30.0% | +125.6% | -95.7% | +22.4% |
| 1Y | +62.1% | +40.2% | +21.8% | +56.4% |
| 3Y | +176.6% | -67.2% | +243.8% | +179.0% |
| 5Y | +126.2% | -99.1% | +225.3% | +155.4% |
| 10Y | +135.1% | -98.5% | +233.6% | +131.7% |
| All | +283.0% | -97.4% | +380.5% | +223.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling