+111.4%
DAL vs DE
+98.5%
+12.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | 0.0% |
| 7D | -1.1% | +0.3% | -1.4% | -1.1% |
| 30D | +12.8% | +3.6% | +9.3% | +11.0% |
| 3M | -5.3% | +10.2% | -15.5% | -10.4% |
| 6M | +22.4% | +16.6% | +5.8% | +12.1% |
| YTD | +25.6% | +45.8% | -20.2% | -0.7% |
| 1Y | +45.5% | +43.9% | +1.6% | +15.5% |
| 3Y | +161.0% | +89.6% | +71.3% | +76.8% |
| All | +111.4% | +98.5% | +12.9% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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