+2,901.0%
DELL vs DAL
+166.0%
+2,735.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.9% |
| 7D | -22.6% | +8.8% | -31.4% | -25.0% |
| 30D | -43.2% | +5.4% | -48.6% | -44.3% |
| 3M | -24.8% | -4.9% | -19.9% | -23.6% |
| 6M | +38.0% | +19.8% | +18.1% | +29.0% |
| YTD | +163.7% | +27.0% | +136.7% | +138.9% |
| 1Y | +122.5% | +52.5% | +70.1% | +89.0% |
| 3Y | +377.0% | +173.8% | +203.1% | +220.2% |
| 5Y | +542.6% | +104.5% | +438.0% | +359.5% |
| 10Y | +2,554.1% | +129.7% | +2,424.4% | +1,662.8% |
| All | +2,901.0% | +166.0% | +2,735.0% | +1,787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling