+102.9%
DAL vs UUUU
-36.6%
+139.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +2.0% |
| 7D | +8.8% | -13.6% | +22.4% | +11.2% |
| 30D | +5.4% | -35.1% | +40.5% | +12.5% |
| 3M | -4.9% | -48.4% | +43.4% | +4.6% |
| 6M | +19.8% | -71.7% | +91.5% | +43.3% |
| YTD | +27.0% | -54.2% | +81.2% | +36.5% |
| 1Y | +52.5% | -56.0% | +108.4% | +63.8% |
| 3Y | +173.8% | -13.1% | +186.9% | +134.6% |
| All | +102.9% | -36.6% | +139.5% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling