+100.2%
DAL vs URA
+27.0%
+73.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.3% | +0.9% | -2.7% |
| 7D | +4.6% | -13.3% | +17.8% | +9.3% |
| 30D | +2.3% | -25.9% | +28.2% | +12.4% |
| 3M | -8.1% | -27.8% | +19.7% | +1.4% |
| 6M | +21.4% | -42.8% | +64.3% | +43.1% |
| YTD | +24.3% | -27.5% | +51.8% | +32.7% |
| 1Y | +47.4% | -35.1% | +82.5% | +62.7% |
| 3Y | +164.6% | +31.1% | +133.6% | +112.1% |
| 5Y | +100.2% | +29.8% | +70.5% | +52.2% |
| All | +100.2% | +27.0% | +73.3% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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