+105.8%
DAL vs AVAV
+39.7%
+66.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.1% |
| 7D | +0.1% | -2.2% | +2.3% | +0.4% |
| 30D | -13.9% | -13.9% | 0.0% | -12.2% |
| 3M | +1.1% | -29.2% | +30.3% | +5.2% |
| 6M | +26.2% | -36.1% | +62.4% | +32.4% |
| YTD | +16.4% | -40.2% | +56.6% | +21.8% |
| 1Y | +33.9% | -36.2% | +70.1% | +37.1% |
| 3Y | +93.4% | +47.5% | +45.9% | +65.4% |
| All | +105.8% | +39.7% | +66.2% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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