+351.3%
DAL vs EQT
+139.3%
+211.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | -13.9% | +7.7% | -21.6% | -15.6% |
| 3M | +1.1% | +0.2% | +0.9% | +0.6% |
| 6M | +26.2% | -9.5% | +35.7% | +28.3% |
| YTD | +16.4% | +3.8% | +12.6% | +13.8% |
| 1Y | +33.9% | +7.8% | +26.1% | +29.1% |
| 3Y | +93.4% | +30.1% | +63.2% | +73.3% |
| 5Y | +106.4% | +188.6% | -82.3% | +42.2% |
| 10Y | +143.0% | +54.6% | +88.4% | +72.3% |
| All | +351.3% | +139.3% | +211.9% | +40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling