+62.1%
DAL vs PPL
+1.0%
+61.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.1% | +7.2% |
| 7D | +11.1% | +1.8% | +9.3% | +10.9% |
| 30D | +7.7% | +8.4% | -0.7% | +7.3% |
| 3M | -3.5% | +2.4% | -5.9% | -3.6% |
| 6M | +31.3% | -4.0% | +35.3% | +30.6% |
| YTD | +30.0% | +4.5% | +25.5% | +31.5% |
| 1Y | +62.1% | +1.7% | +60.3% | +67.3% |
| All | +62.1% | +1.0% | +61.1% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1y: compounded portfolio wealth divided by compounded PPL 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…
1y analysis · Full analysis span regression · 6 months rolling