+128.1%
DAL vs PAAS
+178.0%
-49.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.9% | +2.4% | +4.9% |
| 7D | +10.0% | +8.8% | +1.2% | +8.9% |
| 30D | +12.0% | -8.5% | +20.5% | +13.3% |
| 3M | +0.8% | -17.0% | +17.8% | +2.9% |
| 6M | +26.2% | -27.9% | +54.1% | +30.6% |
| YTD | +33.7% | -17.5% | +51.2% | +34.8% |
| 1Y | +57.6% | +22.8% | +34.7% | +50.8% |
| 3Y | +183.5% | +224.2% | -40.7% | +134.8% |
| 5Y | +114.2% | +73.6% | +40.5% | +87.1% |
| 10Y | +128.1% | +186.4% | -58.2% | +82.6% |
| All | +128.1% | +178.0% | -49.9% | +82.6% |
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