+100.2%
DAL vs S
-69.2%
+169.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -8.8% | +4.5% | -2.6% |
| 7D | +4.6% | -16.7% | +21.2% | +8.2% |
| 30D | +2.3% | -17.0% | +19.3% | +5.8% |
| 3M | -8.1% | +2.0% | -10.1% | -9.5% |
| 6M | +21.4% | +35.1% | -13.6% | +12.2% |
| YTD | +24.3% | +42.8% | -18.5% | +12.5% |
| 1Y | +47.4% | +27.7% | +19.6% | +36.1% |
| 3Y | +164.6% | +33.0% | +131.7% | +135.8% |
| 5Y | +100.2% | -68.0% | +168.2% | +111.7% |
| All | +100.2% | -69.2% | +169.4% | +111.7% |
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