+119.1%
DAL vs AMT
-19.6%
+138.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +10.7% | +1.6% | +9.1% | +10.5% |
| 30D | +12.5% | +4.5% | +8.1% | +11.8% |
| 3M | +3.6% | +13.8% | -10.1% | +1.7% |
| 6M | +26.7% | +10.0% | +16.7% | +24.6% |
| YTD | +34.3% | +11.8% | +22.5% | +31.2% |
| 1Y | +59.1% | +10.2% | +48.9% | +55.8% |
| 3Y | +179.9% | +15.1% | +164.7% | +157.0% |
| 5Y | +119.1% | -18.8% | +138.0% | +122.4% |
| All | +119.1% | -19.6% | +138.8% | +122.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling