+145.3%
DAL vs USB
+107.5%
+37.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | +0.1% | +1.4% | -1.3% | -1.0% |
| 30D | -13.9% | -1.3% | -12.6% | -13.0% |
| 3M | +1.1% | +15.2% | -14.2% | -9.6% |
| 6M | +26.2% | +18.8% | +7.4% | +10.1% |
| YTD | +16.4% | +21.0% | -4.6% | +0.4% |
| 1Y | +33.9% | +34.0% | -0.2% | +6.8% |
| 3Y | +93.4% | +95.3% | -1.9% | +14.2% |
| 5Y | +106.4% | +40.4% | +66.0% | +53.0% |
| All | +145.3% | +107.5% | +37.8% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling