+152.0%
GE vs DAL
+108.0%
+43.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.7% | -1.1% | +3.7% | +3.1% |
| 30D | +8.1% | +12.8% | -4.8% | +2.6% |
| 3M | -7.9% | -5.3% | -2.6% | -6.0% |
| 6M | +12.9% | +22.4% | -9.5% | +3.1% |
| YTD | +8.2% | +25.6% | -17.4% | -3.0% |
| 1Y | +9.7% | +45.5% | -35.8% | -7.8% |
| 3Y | +266.1% | +161.0% | +105.2% | +120.2% |
| 5Y | +407.4% | +112.2% | +295.1% | +221.1% |
| All | +152.0% | +108.0% | +43.9% | +46.8% |
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