+59.1%
DAL vs AU
+34.7%
+24.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.6% | +6.0% | +1.5% |
| 7D | +10.7% | +15.3% | -4.6% | +7.7% |
| 30D | +12.5% | -0.3% | +12.9% | +12.2% |
| 3M | +3.6% | -2.9% | +6.5% | +3.4% |
| 6M | +26.7% | -10.7% | +37.4% | +27.0% |
| YTD | +34.3% | +14.0% | +20.3% | +22.5% |
| 1Y | +59.1% | +32.5% | +26.6% | +37.3% |
| All | +59.1% | +34.7% | +24.5% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling