+418.2%
DAL vs AU
+180.3%
+237.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.9% | -1.6% | +4.8% |
| 7D | +10.0% | +20.8% | -10.8% | +8.8% |
| 30D | +12.0% | +5.5% | +6.5% | +11.6% |
| 3M | +0.8% | +3.9% | -3.1% | +0.4% |
| 6M | +26.2% | -5.4% | +31.6% | +26.1% |
| YTD | +33.7% | +20.7% | +13.0% | +31.3% |
| 1Y | +57.6% | +49.8% | +7.8% | +52.8% |
| 3Y | +183.5% | +565.6% | -382.2% | +150.5% |
| 5Y | +114.2% | +500.4% | -386.2% | +87.7% |
| 10Y | +128.1% | +795.4% | -667.3% | +89.8% |
| All | +418.2% | +180.3% | +237.9% | +294.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling