+894.1%
DAL vs PSX
+1,093.9%
-199.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.4% |
| 7D | +8.8% | -13.1% | +21.9% | +15.5% |
| 30D | +5.4% | -9.5% | +14.9% | +9.2% |
| 3M | -4.9% | +20.2% | -25.1% | -14.1% |
| 6M | +19.8% | +44.9% | -25.1% | -2.1% |
| YTD | +27.0% | +94.4% | -67.4% | -11.7% |
| 1Y | +52.5% | +83.1% | -30.6% | +8.8% |
| 3Y | +173.8% | +132.2% | +41.7% | +68.9% |
| 5Y | +104.5% | +278.8% | -174.3% | -7.0% |
| 10Y | +129.7% | +354.2% | -224.4% | -10.8% |
| All | +894.1% | +1,093.9% | -199.8% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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