+121.4%
DAL vs PWR
+1,887.5%
-1,766.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.2% | -3.1% |
| 7D | +2.3% | +4.7% | -2.4% | -0.6% |
| 30D | +14.3% | -12.5% | +26.8% | +19.8% |
| 3M | +1.3% | -9.3% | +10.6% | +3.3% |
| 6M | +29.3% | -22.2% | +51.5% | +40.7% |
| YTD | +33.0% | +44.2% | -11.2% | -0.3% |
| 1Y | +59.8% | +35.5% | +24.3% | +23.8% |
| 3Y | +177.2% | +250.4% | -73.2% | +12.4% |
| 5Y | +118.4% | +425.6% | -307.3% | -36.3% |
| 10Y | +121.4% | +1,874.2% | -1,752.8% | -76.1% |
| All | +121.4% | +1,887.5% | -1,766.1% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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