+100.2%
DAL vs USB
+22.2%
+78.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.3% | -2.8% |
| 7D | +4.6% | -1.5% | +6.0% | +5.8% |
| 30D | +2.3% | +4.3% | -2.0% | -0.6% |
| 3M | -8.1% | -6.1% | -2.0% | -3.8% |
| 6M | +21.4% | +9.4% | +12.0% | +13.6% |
| YTD | +24.3% | +15.2% | +9.1% | +12.6% |
| 1Y | +47.4% | +32.8% | +14.6% | +21.0% |
| 3Y | +164.6% | +91.3% | +73.3% | +72.8% |
| 5Y | +100.2% | +22.7% | +77.6% | +85.1% |
| All | +100.2% | +22.2% | +78.0% | +85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling