+102.9%
DAL vs AU
+465.1%
-362.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.0% | -2.8% | +1.7% |
| 7D | +8.8% | +16.5% | -7.7% | +7.2% |
| 30D | +5.4% | +3.3% | +2.1% | +5.0% |
| 3M | -4.9% | +6.8% | -11.8% | -5.9% |
| 6M | +19.8% | -3.9% | +23.8% | +19.4% |
| YTD | +27.0% | +12.9% | +14.1% | +24.3% |
| 1Y | +52.5% | +43.5% | +9.0% | +46.9% |
| 3Y | +173.8% | +445.5% | -271.7% | +136.6% |
| All | +102.9% | +465.1% | -362.2% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling