+243.2%
DAL vs AMC
-98.1%
+341.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +1.6% |
| 7D | +0.1% | +2.3% | -2.2% | 0.0% |
| 30D | -13.9% | -0.7% | -13.2% | -13.9% |
| 3M | +1.1% | +35.2% | -34.1% | -1.4% |
| 6M | +26.2% | +124.6% | -98.3% | +19.2% |
| YTD | +16.4% | +69.9% | -53.4% | +11.5% |
| 1Y | +33.9% | -2.6% | +36.4% | +31.9% |
| 3Y | +93.4% | -79.8% | +173.1% | +98.9% |
| 5Y | +106.4% | -99.4% | +205.7% | +137.5% |
| 10Y | +143.0% | -98.9% | +241.8% | +141.6% |
| All | +243.2% | -98.1% | +341.2% | +194.8% |
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