+235.3%
DIA vs DAL
+108.8%
+126.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.2% | +4.8% | +1.0% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | +1.2% | +9.1% | -7.8% | -1.2% |
| 3M | -2.4% | -3.5% | +1.1% | -1.8% |
| 6M | +5.7% | +23.4% | -17.7% | -0.6% |
| YTD | +9.9% | +26.0% | -16.1% | +2.2% |
| 1Y | +9.8% | +44.6% | -34.8% | -1.6% |
| 3Y | +59.8% | +162.7% | -102.9% | +17.2% |
| 5Y | +57.7% | +113.0% | -55.3% | +18.5% |
| All | +235.3% | +108.8% | +126.5% | +145.0% |
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