+180.3%
DAL vs PL
+459.7%
-279.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -6.4% | +13.5% | +7.9% |
| 7D | +11.1% | -11.7% | +22.8% | +12.5% |
| 30D | +7.7% | -27.1% | +34.8% | +11.5% |
| 3M | -3.5% | -44.6% | +41.1% | +2.7% |
| 6M | +31.3% | -67.2% | +98.5% | +46.2% |
| YTD | +30.0% | -35.9% | +65.8% | +30.3% |
| 1Y | +62.1% | -0.4% | +62.5% | +51.6% |
| All | +180.3% | +459.7% | -279.5% | +86.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling