+128.1%
DAL vs AME
+465.0%
-336.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.2% | +1.1% | +1.9% |
| 7D | +10.0% | -1.5% | +11.6% | +10.9% |
| 30D | +12.0% | -4.2% | +16.2% | +15.1% |
| 3M | +0.8% | -5.9% | +6.7% | +5.0% |
| 6M | +26.2% | +2.8% | +23.4% | +22.2% |
| YTD | +33.7% | +16.6% | +17.1% | +16.7% |
| 1Y | +57.6% | +22.1% | +35.5% | +32.5% |
| 3Y | +183.5% | +64.7% | +118.8% | +84.3% |
| 5Y | +114.2% | +76.6% | +37.6% | +30.7% |
| 10Y | +128.1% | +443.9% | -315.7% | -34.0% |
| All | +128.1% | +465.0% | -336.9% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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