+121.4%
DAL vs AZO
+334.9%
-213.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +2.3% | -2.6% | +5.0% | +3.2% |
| 30D | +14.3% | +11.7% | +2.6% | +10.1% |
| 3M | +1.3% | +6.4% | -5.1% | -1.0% |
| 6M | +29.3% | -5.5% | +34.8% | +30.7% |
| YTD | +33.0% | -4.5% | +37.5% | +32.7% |
| 1Y | +59.8% | -13.8% | +73.7% | +65.3% |
| 3Y | +177.2% | +19.8% | +157.4% | +145.2% |
| 5Y | +118.4% | +71.6% | +46.8% | +60.9% |
| 10Y | +121.4% | +331.5% | -210.1% | +18.1% |
| All | +121.4% | +334.9% | -213.5% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling