+100.2%
DAL vs PWR
+349.5%
-249.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.3% | +7.9% | 0.0% |
| 7D | +4.6% | -19.9% | +24.4% | +12.0% |
| 30D | +2.3% | -29.3% | +31.6% | +14.5% |
| 3M | -8.1% | -25.5% | +17.4% | +0.3% |
| 6M | +21.4% | -34.0% | +55.4% | +37.5% |
| YTD | +24.3% | +20.7% | +3.6% | +7.4% |
| 1Y | +47.4% | +12.3% | +35.0% | +31.1% |
| 3Y | +164.6% | +201.9% | -37.3% | +43.5% |
| 5Y | +100.2% | +336.8% | -236.5% | -12.1% |
| All | +100.2% | +349.5% | -249.3% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling