+2,655.3%
DELL vs DAL
+136.2%
+2,519.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.3% | +0.1% | +3.5% |
| 7D | -11.8% | +10.0% | -21.9% | -14.8% |
| 30D | -40.8% | +12.0% | -52.9% | -43.2% |
| 3M | -23.6% | +0.8% | -24.4% | -23.8% |
| 6M | +33.4% | +26.2% | +7.2% | +22.5% |
| YTD | +178.0% | +33.7% | +144.3% | +147.4% |
| 1Y | +138.6% | +57.6% | +81.0% | +100.4% |
| 3Y | +400.9% | +183.5% | +217.4% | +232.1% |
| 5Y | +580.7% | +114.2% | +466.6% | +378.8% |
| 10Y | +2,655.3% | +128.1% | +2,527.2% | +1,774.9% |
| All | +2,655.3% | +136.2% | +2,519.1% | +1,774.9% |
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