+102.9%
DAL vs AR
+71.8%
+31.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.3% |
| 7D | +8.8% | -14.3% | +23.1% | +11.2% |
| 30D | +5.4% | +1.4% | +4.0% | +4.8% |
| 3M | -4.9% | +3.4% | -8.3% | -6.0% |
| 6M | +19.8% | -2.1% | +21.9% | +19.0% |
| YTD | +27.0% | +4.7% | +22.3% | +23.0% |
| 1Y | +52.5% | +10.6% | +41.9% | +45.5% |
| 3Y | +173.8% | +24.6% | +149.3% | +151.6% |
| All | +102.9% | +71.8% | +31.1% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling