+168.1%
DAL vs AR
+20.9%
+147.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.5% | -4.1% |
| 7D | +4.6% | -11.7% | +16.3% | +5.8% |
| 30D | +2.3% | +1.8% | +0.5% | +1.8% |
| 3M | -8.1% | +6.0% | -14.1% | -9.3% |
| 6M | +21.4% | -7.0% | +28.4% | +21.8% |
| YTD | +24.3% | +5.6% | +18.7% | +20.0% |
| 1Y | +47.4% | +10.8% | +36.6% | +39.9% |
| All | +168.1% | +20.9% | +147.1% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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