+552.2%
DELL vs DAL
+101.3%
+450.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.8% |
| 7D | -22.6% | +8.8% | -31.4% | -25.3% |
| 30D | -43.2% | +5.4% | -48.6% | -44.4% |
| 3M | -24.8% | -4.9% | -19.9% | -23.5% |
| 6M | +38.0% | +19.8% | +18.1% | +27.9% |
| YTD | +163.7% | +27.0% | +136.7% | +135.6% |
| 1Y | +122.5% | +52.5% | +70.1% | +84.4% |
| 3Y | +377.0% | +173.8% | +203.1% | +195.8% |
| All | +552.2% | +101.3% | +450.9% | +323.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling