+2,662.4%
DELL vs AAL
-68.3%
+2,730.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.1% | -6.1% | -6.9% |
| 7D | +4.9% | -0.1% | +4.9% | +4.9% |
| 30D | -32.1% | +11.7% | -43.8% | -34.1% |
| 3M | -30.2% | -12.5% | -17.7% | -28.0% |
| 6M | +41.7% | +3.6% | +38.1% | +39.4% |
| YTD | +176.6% | -14.1% | +190.7% | +181.9% |
| 1Y | +159.9% | +0.8% | +159.2% | +154.8% |
| 3Y | +388.0% | +11.8% | +376.2% | +347.9% |
| 5Y | +578.2% | -35.1% | +613.3% | +578.8% |
| All | +2,662.4% | -68.3% | +2,730.7% | +2,778.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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