+103.4%
DAL vs S
-69.1%
+172.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.5% | +1.8% |
| 7D | +8.8% | -13.4% | +22.2% | +11.8% |
| 30D | +5.4% | -14.0% | +19.4% | +8.2% |
| 3M | -4.9% | +4.9% | -9.8% | -6.9% |
| 6M | +19.8% | +42.0% | -22.2% | +9.6% |
| YTD | +27.0% | +45.1% | -18.1% | +14.5% |
| 1Y | +52.5% | +33.1% | +19.4% | +39.5% |
| 3Y | +173.8% | +40.6% | +133.2% | +141.4% |
| All | +103.4% | -69.1% | +172.6% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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