+105.0%
DAL vs EQT
+60.7%
+44.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -5.1% |
| 7D | +1.4% | +3.4% | -2.0% | +0.8% |
| 30D | +9.1% | -3.5% | +12.6% | +9.6% |
| 3M | -3.5% | -2.8% | -0.6% | -3.2% |
| 6M | +23.4% | -5.5% | +28.9% | +23.8% |
| YTD | +26.0% | -1.1% | +27.2% | +24.8% |
| 1Y | +44.6% | -12.9% | +57.5% | +46.5% |
| 3Y | +162.7% | +39.5% | +123.2% | +140.2% |
| 5Y | +113.0% | +164.1% | -51.1% | +70.4% |
| All | +105.0% | +60.7% | +44.4% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling