+32.9%
DIS vs DAL
+124.5%
-91.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.7% |
| 7D | +0.6% | +2.3% | -1.7% | -0.3% |
| 30D | +10.3% | +14.3% | -4.0% | +5.0% |
| 3M | +15.6% | +1.3% | +14.3% | +14.5% |
| 6M | +15.1% | +29.3% | -14.1% | +3.9% |
| YTD | +6.0% | +33.0% | -27.0% | -6.3% |
| 1Y | +5.7% | +59.8% | -54.2% | -12.8% |
| 3Y | +39.8% | +177.2% | -137.4% | -11.0% |
| 5Y | -23.9% | +118.4% | -142.2% | -48.7% |
| 10Y | +32.9% | +121.4% | -88.5% | -15.2% |
| All | +32.9% | +124.5% | -91.5% | -15.2% |
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