+137.8%
DAL vs AMIX
-99.9%
+237.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.4% | +0.4% |
| 7D | +10.7% | +11.4% | -0.7% | +10.6% |
| 30D | +12.5% | -40.5% | +53.0% | +12.8% |
| 3M | +3.6% | -80.1% | +83.7% | +4.3% |
| 6M | +26.7% | -74.8% | +101.6% | +26.7% |
| YTD | +34.3% | -84.0% | +118.3% | +34.4% |
| 1Y | +59.1% | -89.7% | +148.8% | +59.5% |
| All | +137.8% | -99.9% | +237.7% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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