+183.5%
DAL vs AME
+63.1%
+120.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.2% | +1.1% | +2.1% |
| 7D | +10.0% | -1.5% | +11.6% | +10.7% |
| 30D | +12.0% | -4.2% | +16.2% | +14.9% |
| 3M | +0.8% | -5.9% | +6.7% | +4.8% |
| 6M | +26.2% | +2.8% | +23.4% | +21.9% |
| YTD | +33.7% | +16.6% | +17.1% | +16.5% |
| 1Y | +57.6% | +22.1% | +35.5% | +32.3% |
| 3Y | +183.5% | +64.7% | +118.8% | +85.6% |
| All | +183.5% | +63.1% | +120.3% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling