+31.9%
DIS vs DAL
+108.0%
-76.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.7% |
| 7D | +1.9% | -1.1% | +3.0% | +2.2% |
| 30D | +9.2% | +12.8% | -3.7% | +4.4% |
| 3M | +13.5% | -5.3% | +18.8% | +15.1% |
| 6M | +14.3% | +22.4% | -8.1% | +5.1% |
| YTD | +5.4% | +25.6% | -20.2% | -5.0% |
| 1Y | +12.2% | +45.5% | -33.3% | -4.3% |
| 3Y | +37.2% | +161.0% | -123.8% | -10.8% |
| 5Y | -23.1% | +112.2% | -135.4% | -47.7% |
| All | +31.9% | +108.0% | -76.2% | -14.1% |
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