+21.4%
DAL vs USAR
-71.6%
+93.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.5% | +5.2% | -2.8% |
| 7D | +4.6% | -29.5% | +34.0% | +10.3% |
| 30D | +2.3% | -46.0% | +48.3% | +12.6% |
| 3M | -8.1% | -56.8% | +48.7% | +4.2% |
| 6M | +21.4% | -72.9% | +94.4% | +47.1% |
| All | +21.4% | -71.6% | +93.0% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 6mo: compounded portfolio wealth divided by compounded USAR 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…
6mo analysis · Full analysis span regression · 6 months rolling