+135.0%
DAL vs AZO
+300.1%
-165.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.2% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | -11.7% | -5.1% | -6.6% | -10.2% |
| 3M | -2.7% | -7.2% | +4.5% | -0.7% |
| 6M | +30.7% | -20.7% | +51.4% | +40.3% |
| YTD | +14.4% | -14.2% | +28.5% | +18.5% |
| 1Y | +31.2% | -32.2% | +63.4% | +47.8% |
| 3Y | +99.4% | +11.1% | +88.3% | +80.5% |
| 5Y | +98.6% | +87.6% | +11.0% | +38.9% |
| 10Y | +135.0% | +302.9% | -167.9% | +28.6% |
| All | +135.0% | +300.1% | -165.1% | +28.6% |
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