+119.1%
DAL vs EQT
+179.3%
-60.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | -0.3% |
| 7D | +10.7% | -3.8% | +14.6% | +11.4% |
| 30D | +12.5% | -1.3% | +13.8% | +12.6% |
| 3M | +3.6% | -3.5% | +7.2% | +4.1% |
| 6M | +26.7% | -6.5% | +33.2% | +27.4% |
| YTD | +34.3% | -1.8% | +36.1% | +32.8% |
| 1Y | +59.1% | -10.7% | +69.8% | +60.5% |
| 3Y | +179.9% | +38.5% | +141.3% | +151.5% |
| 5Y | +119.1% | +185.2% | -66.1% | +78.6% |
| All | +119.1% | +179.3% | -60.1% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling