+114.2%
DAL vs EXPE
+40.1%
+74.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.3% | +5.3% |
| 7D | +10.0% | -13.3% | +23.4% | +16.9% |
| 30D | +12.0% | -5.5% | +17.5% | +13.9% |
| 3M | +0.8% | -16.5% | +17.2% | +7.8% |
| 6M | +26.2% | +13.1% | +13.1% | +15.6% |
| YTD | +33.7% | -8.0% | +41.7% | +31.6% |
| 1Y | +57.6% | +1.1% | +56.5% | +47.4% |
| 3Y | +183.5% | +131.2% | +52.3% | +62.8% |
| 5Y | +114.2% | +39.8% | +74.4% | +65.6% |
| All | +114.2% | +40.1% | +74.1% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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