+126.4%
DAL vs AU
+643.7%
-517.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | -13.6% | +12.8% | -26.3% | -14.3% |
| 3M | +1.2% | +28.5% | -27.2% | -0.7% |
| 6M | +34.5% | +4.8% | +29.7% | +33.3% |
| YTD | +14.7% | +31.0% | -16.3% | +12.0% |
| 1Y | +29.2% | +81.4% | -52.2% | +24.0% |
| 3Y | +100.0% | +618.4% | -518.5% | +77.1% |
| 5Y | +106.3% | +686.3% | -580.0% | +79.1% |
| 10Y | +126.4% | +664.5% | -538.1% | +104.5% |
| All | +126.4% | +643.7% | -517.3% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling