+122.8%
DAL vs P
+713.7%
-590.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.4% | +1.3% |
| 7D | +8.8% | -23.8% | +32.6% | +15.6% |
| 30D | +5.4% | -36.6% | +42.0% | +16.8% |
| 3M | -4.9% | +10.9% | -15.8% | -9.7% |
| 6M | +19.8% | +30.0% | -10.1% | +6.9% |
| YTD | +27.0% | +44.4% | -17.4% | +8.8% |
| 1Y | +52.5% | +3.9% | +48.5% | +39.6% |
| 3Y | +173.8% | +176.6% | -2.7% | +75.9% |
| 5Y | +104.5% | +249.3% | -144.7% | +18.3% |
| All | +122.8% | +713.7% | -590.9% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling