+351.3%
DAL vs ASX
+2,439.6%
-2,088.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | -0.7% | +0.8% | +0.4% |
| 30D | -13.9% | +2.0% | -15.9% | -14.8% |
| 3M | +1.1% | -1.3% | +2.4% | -1.2% |
| 6M | +26.2% | +71.4% | -45.2% | -1.1% |
| YTD | +16.4% | +135.3% | -118.9% | -19.9% |
| 1Y | +33.9% | +267.5% | -233.6% | -23.3% |
| 3Y | +93.4% | +388.5% | -295.1% | -3.3% |
| 5Y | +106.4% | +417.1% | -310.7% | -2.3% |
| 10Y | +143.0% | +872.7% | -729.8% | -16.7% |
| All | +351.3% | +2,439.6% | -2,088.3% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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