+403.7%
DAL vs PWR
+2,113.7%
-1,710.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -11.7% | +18.8% | +12.9% |
| 7D | +11.1% | -4.4% | +15.4% | +12.3% |
| 30D | +7.7% | -15.1% | +22.8% | +14.8% |
| 3M | -3.5% | -16.2% | +12.7% | +2.8% |
| 6M | +31.3% | -23.3% | +54.7% | +43.5% |
| YTD | +30.0% | +37.6% | -7.6% | +3.4% |
| 1Y | +62.1% | +32.4% | +29.7% | +31.2% |
| 3Y | +176.6% | +244.2% | -67.6% | +29.4% |
| 5Y | +126.2% | +416.2% | -290.0% | -17.7% |
| 10Y | +135.1% | +2,008.1% | -1,873.0% | -59.7% |
| All | +403.7% | +2,113.7% | -1,710.0% | -32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling