+125.6%
DAL vs AU
+750.1%
-624.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.6% | +6.0% | +0.8% |
| 7D | +10.7% | +15.3% | -4.6% | +9.6% |
| 30D | +12.5% | -0.3% | +12.9% | +12.5% |
| 3M | +3.6% | -2.9% | +6.5% | +3.6% |
| 6M | +26.7% | -10.7% | +37.4% | +27.0% |
| YTD | +34.3% | +14.0% | +20.3% | +32.2% |
| 1Y | +59.1% | +32.5% | +26.6% | +55.5% |
| 3Y | +179.9% | +557.9% | -378.1% | +150.0% |
| 5Y | +119.1% | +441.0% | -321.9% | +93.9% |
| 10Y | +125.6% | +816.9% | -691.3% | +96.5% |
| All | +125.6% | +750.1% | -624.4% | +96.5% |
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