+173.8%
DAL vs UUUU
-18.4%
+192.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +2.0% |
| 7D | +8.8% | -13.6% | +22.4% | +10.6% |
| 30D | +5.4% | -35.1% | +40.5% | +10.7% |
| 3M | -4.9% | -48.4% | +43.4% | +2.1% |
| 6M | +19.8% | -71.7% | +91.5% | +36.5% |
| YTD | +27.0% | -54.2% | +81.2% | +34.3% |
| 1Y | +52.5% | -56.0% | +108.4% | +61.2% |
| 3Y | +173.8% | -13.1% | +186.9% | +132.5% |
| All | +173.8% | -18.4% | +192.2% | +132.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling