+102.9%
DAL vs DE
+99.7%
+3.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.5% |
| 7D | +8.8% | -0.6% | +9.4% | +9.1% |
| 30D | +5.4% | +2.3% | +3.1% | +4.1% |
| 3M | -4.9% | +9.5% | -14.4% | -9.8% |
| 6M | +19.8% | +14.1% | +5.8% | +10.8% |
| YTD | +27.0% | +45.4% | -18.4% | +0.5% |
| 1Y | +52.5% | +42.9% | +9.6% | +21.4% |
| 3Y | +173.8% | +84.8% | +89.0% | +88.0% |
| All | +102.9% | +99.7% | +3.2% | +27.8% |
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