+118.1%
DAL vs PAAS
+187.9%
-69.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.2% | -4.1% |
| 7D | +4.6% | -0.4% | +5.0% | +4.6% |
| 30D | +2.3% | -11.6% | +13.9% | +3.9% |
| 3M | -8.1% | -15.6% | +7.5% | -6.4% |
| 6M | +21.4% | -19.1% | +40.6% | +23.8% |
| YTD | +24.3% | -20.9% | +45.3% | +26.1% |
| 1Y | +47.4% | +21.3% | +26.1% | +41.3% |
| 3Y | +164.6% | +177.4% | -12.8% | +123.2% |
| 5Y | +100.2% | +71.3% | +28.9% | +75.2% |
| All | +118.1% | +187.9% | -69.8% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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