+351.3%
DAL vs AU
+207.7%
+143.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +1.9% |
| 7D | +0.1% | -3.6% | +3.8% | +0.3% |
| 30D | -13.9% | +23.9% | -37.8% | -15.2% |
| 3M | +1.1% | +19.1% | -18.0% | -0.3% |
| 6M | +26.2% | -0.2% | +26.4% | +25.6% |
| YTD | +16.4% | +32.5% | -16.0% | +13.7% |
| 1Y | +33.9% | +96.9% | -63.1% | +27.8% |
| 3Y | +93.4% | +614.7% | -521.4% | +70.0% |
| 5Y | +106.4% | +647.7% | -541.4% | +78.7% |
| 10Y | +143.0% | +679.2% | -536.2% | +103.6% |
| All | +351.3% | +207.7% | +143.6% | +242.0% |
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