+105.8%
DAL vs S
-71.4%
+177.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +0.1% | -7.7% | +7.8% | +1.6% |
| 30D | -13.9% | -5.3% | -8.6% | -13.4% |
| 3M | +1.1% | +20.3% | -19.2% | -3.2% |
| 6M | +26.2% | +47.4% | -21.1% | +15.2% |
| YTD | +16.4% | +32.5% | -16.1% | +8.1% |
| 1Y | +33.9% | +9.5% | +24.3% | +28.6% |
| 3Y | +93.4% | +15.5% | +77.9% | +79.1% |
| All | +105.8% | -71.4% | +177.2% | +113.8% |
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