+78.2%
DAL vs PL
+84.9%
-6.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.0% |
| 7D | +0.1% | -9.3% | +9.4% | +1.4% |
| 30D | -13.9% | -18.9% | +5.0% | -11.5% |
| 3M | +1.1% | -58.4% | +59.5% | +12.4% |
| 6M | +26.2% | -30.3% | +56.6% | +27.7% |
| YTD | +16.4% | -8.1% | +24.5% | +11.7% |
| 1Y | +33.9% | +180.5% | -146.6% | +4.1% |
| 3Y | +93.4% | +444.1% | -350.8% | +22.0% |
| 5Y | +106.4% | +83.0% | +23.3% | +38.1% |
| All | +78.2% | +84.9% | -6.7% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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