+4,062.5%
DELL vs DAL
+128.9%
+3,933.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +25.6% | +3.4% | +22.2% | +24.3% |
| 30D | +17.7% | -13.6% | +31.2% | +23.9% |
| 3M | +33.4% | +1.2% | +32.2% | +32.6% |
| 6M | +266.2% | +34.5% | +231.7% | +228.5% |
| YTD | +328.0% | +14.7% | +313.3% | +302.5% |
| 1Y | +339.6% | +29.2% | +310.3% | +294.0% |
| 3Y | +694.6% | +100.0% | +594.6% | +493.0% |
| 5Y | +1,122.0% | +106.3% | +1,015.7% | +774.8% |
| 10Y | +4,062.5% | +126.4% | +3,936.1% | +2,749.6% |
| All | +4,062.5% | +128.9% | +3,933.6% | +2,749.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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