+246.2%
DIA vs DAL
+128.9%
+117.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | +0.1% | +3.4% | -3.3% | -0.8% |
| 30D | -2.1% | -13.6% | +11.5% | +1.5% |
| 3M | +4.2% | +1.2% | +2.9% | +3.5% |
| 6M | +11.9% | +34.5% | -22.6% | +2.9% |
| YTD | +10.8% | +14.7% | -3.8% | +5.8% |
| 1Y | +17.5% | +29.2% | -11.7% | +8.2% |
| 3Y | +59.9% | +100.0% | -40.0% | +26.1% |
| 5Y | +64.1% | +106.3% | -42.2% | +23.9% |
| 10Y | +246.2% | +126.4% | +119.8% | +139.9% |
| All | +246.2% | +128.9% | +117.3% | +139.9% |
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