+811.4%
DAL vs PSX
+1,139.4%
-328.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | +4.5% | -4.4% | -1.9% |
| 30D | -13.9% | +26.6% | -40.5% | -23.1% |
| 3M | +1.1% | +39.3% | -38.2% | -14.3% |
| 6M | +26.2% | +56.8% | -30.6% | -0.5% |
| YTD | +16.4% | +101.8% | -85.4% | -19.4% |
| 1Y | +33.9% | +99.6% | -65.8% | -7.4% |
| 3Y | +93.4% | +140.3% | -47.0% | +18.5% |
| 5Y | +106.4% | +339.3% | -233.0% | -12.3% |
| 10Y | +143.0% | +369.9% | -226.9% | -5.9% |
| All | +811.4% | +1,139.4% | -328.1% | +214.8% |
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