+351.3%
DAL vs PEG
+241.2%
+110.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.9% |
| 7D | +0.1% | +0.7% | -0.6% | -0.3% |
| 30D | -13.9% | -2.4% | -11.5% | -12.8% |
| 3M | +1.1% | -4.8% | +5.9% | +3.7% |
| 6M | +26.2% | -10.7% | +36.9% | +33.9% |
| YTD | +16.4% | -6.7% | +23.1% | +20.0% |
| 1Y | +33.9% | -6.8% | +40.7% | +37.6% |
| 3Y | +93.4% | +34.5% | +58.9% | +59.0% |
| 5Y | +106.4% | +35.8% | +70.6% | +66.3% |
| 10Y | +143.0% | +141.7% | +1.2% | +41.0% |
| All | +351.3% | +241.2% | +110.1% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 all: compounded portfolio wealth divided by compounded PEG 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…
all analysis · Full analysis span regression · 6 months rolling