+168.1%
DAL vs O
+38.4%
+129.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.5% |
| 7D | +4.6% | +4.5% | 0.0% | +3.2% |
| 30D | +2.3% | +10.2% | -7.9% | -0.5% |
| 3M | -8.1% | -3.8% | -4.3% | -7.2% |
| 6M | +21.4% | -3.8% | +25.3% | +22.4% |
| YTD | +24.3% | +10.3% | +14.0% | +19.6% |
| 1Y | +47.4% | +11.9% | +35.5% | +41.0% |
| All | +168.1% | +38.4% | +129.7% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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