+34.2%
DIS vs DAL
+127.0%
-92.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.2% |
| 7D | +5.2% | +8.8% | -3.6% | +2.1% |
| 30D | +11.5% | +5.4% | +6.1% | +9.2% |
| 3M | +11.5% | -4.9% | +16.5% | +13.0% |
| 6M | +8.9% | +19.8% | -11.0% | +0.9% |
| YTD | +3.4% | +27.0% | -23.6% | -7.0% |
| 1Y | +7.2% | +52.5% | -45.3% | -10.0% |
| 3Y | +43.3% | +173.8% | -130.5% | -8.5% |
| 5Y | -31.4% | +104.5% | -136.0% | -52.7% |
| All | +34.2% | +127.0% | -92.8% | -12.2% |
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 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