+145.3%
DAL vs AMT
+96.2%
+49.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.0% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -13.9% | +4.6% | -18.6% | -14.8% |
| 3M | +1.1% | -8.4% | +9.5% | +2.8% |
| 6M | +26.2% | -6.0% | +32.3% | +27.3% |
| YTD | +16.4% | +2.1% | +14.3% | +14.7% |
| 1Y | +33.9% | -6.4% | +40.2% | +34.6% |
| 3Y | +93.4% | +8.1% | +85.3% | +79.5% |
| 5Y | +106.4% | -31.9% | +138.3% | +119.4% |
| All | +145.3% | +96.2% | +49.0% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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