+11.7%
DIA vs DAL
+55.6%
-43.8%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.9% | +10.7% | -9.8% | -1.4% |
| 30D | +1.1% | +12.5% | -11.4% | -1.6% |
| 3M | -2.9% | +3.6% | -6.5% | -3.9% |
| 6M | +5.9% | +26.7% | -20.8% | 0.0% |
| YTD | +9.8% | +34.3% | -24.5% | +1.6% |
| 1Y | +11.7% | +59.1% | -47.4% | -0.2% |
| All | +11.7% | +55.6% | -43.8% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling