+3,313.5%
DELL vs DAL
+178.6%
+3,134.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.0% | +12.7% | +12.1% |
| 7D | +0.4% | +2.3% | -2.0% | -0.2% |
| 30D | -35.1% | +14.3% | -49.4% | -38.2% |
| 3M | -15.1% | +1.3% | -16.4% | -15.6% |
| 6M | +51.7% | +29.3% | +22.4% | +38.1% |
| YTD | +200.0% | +33.0% | +167.0% | +167.3% |
| 1Y | +172.1% | +59.8% | +112.3% | +127.3% |
| 3Y | +431.2% | +177.2% | +254.0% | +254.8% |
| 5Y | +633.1% | +118.4% | +514.7% | +412.7% |
| 10Y | +2,886.3% | +121.4% | +2,764.9% | +1,905.5% |
| All | +3,313.5% | +178.6% | +3,134.9% | +2,011.8% |
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 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