+79.8%
F vs DAL
+127.0%
-47.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.7% |
| 7D | +1.6% | +8.8% | -7.2% | -2.5% |
| 30D | +2.6% | +5.4% | -2.8% | -0.2% |
| 3M | -8.8% | -4.9% | -3.9% | -7.2% |
| 6M | +4.6% | +19.8% | -15.2% | -5.1% |
| YTD | -1.9% | +27.0% | -28.9% | -14.4% |
| 1Y | -0.8% | +52.5% | -53.2% | -20.7% |
| 3Y | +43.5% | +173.8% | -130.4% | -20.1% |
| 5Y | -12.1% | +104.5% | -116.6% | -44.9% |
| All | +79.8% | +127.0% | -47.1% | +5.6% |
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