+102.9%
DAL vs PAAS
+71.7%
+31.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.9% |
| 7D | +8.8% | +8.4% | +0.4% | +7.5% |
| 30D | +5.4% | -7.2% | +12.6% | +6.4% |
| 3M | -4.9% | -14.0% | +9.1% | -3.3% |
| 6M | +19.8% | -26.8% | +46.6% | +24.2% |
| YTD | +27.0% | -19.8% | +46.8% | +28.5% |
| 1Y | +52.5% | +22.8% | +29.6% | +44.5% |
| 3Y | +173.8% | +183.6% | -9.8% | +122.8% |
| All | +102.9% | +71.7% | +31.2% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling