+101.5%
DAL vs AU
+630.2%
-528.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.0% |
| 7D | +0.1% | -3.6% | +3.8% | +0.5% |
| 30D | -13.9% | +23.9% | -37.8% | -16.0% |
| 3M | +1.1% | +19.1% | -18.0% | -1.3% |
| 6M | +26.2% | -0.2% | +26.4% | +24.6% |
| YTD | +16.4% | +32.5% | -16.0% | +11.9% |
| 1Y | +33.9% | +96.9% | -63.1% | +25.1% |
| All | +101.5% | +630.2% | -528.7% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling