+388.0%
DELL vs AAL
+12.6%
+375.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -34.4% |
| 3M | -30.2% | -12.5% | -17.7% | -27.6% |
| 6M | +41.7% | +3.6% | +38.1% | +38.7% |
| YTD | +176.6% | -14.1% | +190.7% | +183.4% |
| 1Y | +159.9% | +0.8% | +159.2% | +153.0% |
| 3Y | +388.0% | +11.8% | +376.2% | +352.7% |
| All | +388.0% | +12.6% | +375.4% | +352.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling