+105.8%
DAL vs D
+4.5%
+101.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -13.9% | -3.6% | -10.4% | -13.3% |
| 3M | +1.1% | -1.0% | +2.1% | +1.2% |
| 6M | +26.2% | +6.3% | +20.0% | +24.1% |
| YTD | +16.4% | +14.7% | +1.7% | +12.2% |
| 1Y | +33.9% | +16.9% | +16.9% | +28.2% |
| 3Y | +93.4% | +56.8% | +36.6% | +69.3% |
| All | +105.8% | +4.5% | +101.3% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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