+135.6%
DAL vs UUUU
+527.5%
-391.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.7% |
| 7D | +3.4% | +2.8% | +0.6% | +3.0% |
| 30D | -13.6% | +3.4% | -16.9% | -14.1% |
| 3M | +1.2% | -3.9% | +5.1% | +1.1% |
| 6M | +34.5% | -23.2% | +57.7% | +37.2% |
| YTD | +14.7% | +0.6% | +14.1% | +10.5% |
| 1Y | +29.2% | +22.9% | +6.4% | +18.0% |
| 3Y | +100.0% | +98.6% | +1.3% | +60.2% |
| 5Y | +106.3% | +130.2% | -23.9% | +53.0% |
| All | +135.6% | +527.5% | -391.8% | +31.9% |
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