+157.4%
GE vs DAL
+128.3%
+29.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | +5.4% | +10.7% | -5.3% | +0.9% |
| 30D | +9.6% | +12.5% | -2.9% | +4.2% |
| 3M | -7.7% | +3.6% | -11.4% | -9.3% |
| 6M | +14.0% | +26.7% | -12.7% | +2.6% |
| YTD | +10.2% | +34.3% | -24.1% | -3.9% |
| 1Y | +8.9% | +59.1% | -50.2% | -11.9% |
| 3Y | +273.7% | +179.9% | +93.8% | +118.3% |
| 5Y | +410.2% | +119.1% | +291.1% | +219.2% |
| 10Y | +157.4% | +125.6% | +31.8% | +45.2% |
| All | +157.4% | +128.3% | +29.2% | +45.2% |
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