+57.9%
DIA vs DAL
+110.1%
-52.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +2.1% | -1.1% | +3.2% | +2.3% |
| 30D | +1.5% | +12.8% | -11.4% | -1.4% |
| 3M | -2.4% | -5.3% | +2.9% | -1.5% |
| 6M | +6.0% | +22.4% | -16.4% | +0.5% |
| YTD | +10.1% | +25.6% | -15.5% | +3.2% |
| 1Y | +11.8% | +45.5% | -33.7% | +1.2% |
| 3Y | +59.7% | +161.0% | -101.2% | +20.0% |
| All | +57.9% | +110.1% | -52.2% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling