+104.3%
DAL vs AU
+818.2%
-713.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | -0.2% |
| 7D | -1.1% | -7.2% | +6.1% | -0.6% |
| 30D | +12.8% | -2.9% | +15.7% | +13.0% |
| 3M | -5.3% | -8.7% | +3.4% | -4.8% |
| 6M | +22.4% | -14.1% | +36.5% | +23.0% |
| YTD | +25.6% | +4.8% | +20.8% | +24.4% |
| 1Y | +45.5% | +11.9% | +33.6% | +43.6% |
| 3Y | +161.0% | +513.8% | -352.9% | +134.2% |
| 5Y | +112.2% | +379.3% | -267.0% | +89.1% |
| All | +104.3% | +818.2% | -713.9% | +77.9% |
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