+388.6%
DAL vs AZO
+2,350.4%
-1,961.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.7% | -5.5% |
| 7D | +1.4% | -1.7% | +3.1% | +2.3% |
| 30D | +9.1% | +12.4% | -3.3% | +2.2% |
| 3M | -3.5% | +6.8% | -10.3% | -7.3% |
| 6M | +23.4% | -4.6% | +28.0% | +24.5% |
| YTD | +26.0% | -4.1% | +30.2% | +24.9% |
| 1Y | +44.6% | -14.2% | +58.8% | +52.1% |
| 3Y | +162.7% | +20.3% | +142.4% | +116.5% |
| 5Y | +113.0% | +72.4% | +40.6% | +33.8% |
| 10Y | +109.8% | +333.4% | -223.6% | -35.8% |
| All | +388.6% | +2,350.4% | -1,961.8% | -69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling