+2,876.0%
DELL vs DAL
+108.8%
+2,767.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.6% | +1.2% |
| 7D | +17.1% | +1.4% | +15.7% | +16.5% |
| 30D | -35.1% | +9.1% | -44.2% | -37.2% |
| 3M | -23.3% | -3.5% | -19.8% | -22.4% |
| 6M | +55.8% | +23.4% | +32.4% | +44.1% |
| YTD | +198.0% | +26.0% | +171.9% | +170.4% |
| 1Y | +166.6% | +44.6% | +121.9% | +130.5% |
| 3Y | +427.6% | +162.7% | +264.9% | +258.7% |
| 5Y | +630.6% | +113.0% | +517.7% | +415.5% |
| All | +2,876.0% | +108.8% | +2,767.2% | +1,976.8% |
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