+100.0%
DAL vs EQT
+36.6%
+63.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +3.4% | -0.8% | +4.2% | +3.5% |
| 30D | -13.6% | +6.6% | -20.2% | -14.4% |
| 3M | +1.2% | +4.4% | -3.2% | +0.4% |
| 6M | +34.5% | -10.5% | +45.0% | +36.8% |
| YTD | +14.7% | +3.7% | +10.9% | +12.5% |
| 1Y | +29.2% | +9.9% | +19.4% | +24.7% |
| 3Y | +100.0% | +35.4% | +64.6% | +81.4% |
| All | +100.0% | +36.6% | +63.4% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling