+105.0%
DAL vs UUUU
+377.1%
-272.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.6% | -1.6% | -4.7% |
| 7D | +1.4% | +1.4% | 0.0% | +1.1% |
| 30D | +9.1% | -27.9% | +37.0% | +14.1% |
| 3M | -3.5% | -53.8% | +50.3% | +7.2% |
| 6M | +23.4% | -68.1% | +91.5% | +43.2% |
| YTD | +26.0% | -54.1% | +80.1% | +35.2% |
| 1Y | +44.6% | -57.8% | +102.4% | +56.2% |
| 3Y | +162.7% | -15.4% | +178.2% | +136.8% |
| 5Y | +113.0% | -39.2% | +152.2% | +90.1% |
| All | +105.0% | +377.1% | -272.1% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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