+436.6%
GE vs DAL
+106.7%
+329.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -11.6% | -13.9% | +2.4% | -6.7% |
| 3M | +3.0% | +1.1% | +1.9% | +2.4% |
| 6M | -0.5% | +26.2% | -26.8% | -8.5% |
| YTD | +9.7% | +16.4% | -6.7% | +3.2% |
| 1Y | +20.0% | +33.9% | -13.8% | +6.9% |
| 3Y | +275.8% | +93.4% | +182.5% | +173.3% |
| All | +436.6% | +106.7% | +329.8% | +261.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling