+324.6%
DAL vs AR
-30.9%
+355.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -6.3% | +13.4% | +8.1% |
| 7D | +11.1% | -11.1% | +22.2% | +12.9% |
| 30D | +7.7% | +7.9% | -0.2% | +6.2% |
| 3M | -3.5% | +4.9% | -8.4% | -4.8% |
| 6M | +31.3% | -5.3% | +36.6% | +31.1% |
| YTD | +30.0% | +8.6% | +21.3% | +25.9% |
| 1Y | +62.1% | +13.7% | +48.4% | +55.5% |
| 3Y | +176.6% | +22.8% | +153.9% | +157.8% |
| 5Y | +126.2% | +82.0% | +44.2% | +91.9% |
| 10Y | +135.1% | +51.8% | +83.3% | +43.9% |
| All | +324.6% | -30.9% | +355.5% | +183.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling