+179.9%
DAL vs AZO
+20.1%
+159.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.5% |
| 7D | +10.7% | +0.5% | +10.2% | +10.7% |
| 30D | +12.5% | +9.4% | +3.1% | +11.8% |
| 3M | +3.6% | +4.9% | -1.2% | +3.2% |
| 6M | +26.7% | -8.0% | +34.7% | +27.2% |
| YTD | +34.3% | -5.1% | +39.4% | +33.7% |
| 1Y | +59.1% | -13.7% | +72.8% | +59.8% |
| 3Y | +179.9% | +19.1% | +160.8% | +181.1% |
| All | +179.9% | +20.1% | +159.8% | +181.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling