+427.0%
GE vs DAL
+116.7%
+310.3%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.8% |
| 7D | +4.0% | +2.3% | +1.7% | +3.2% |
| 30D | +11.1% | +14.3% | -3.3% | +5.7% |
| 3M | -6.7% | +1.3% | -8.0% | -7.4% |
| 6M | +14.3% | +29.3% | -15.0% | +3.9% |
| YTD | +11.7% | +33.0% | -21.2% | +0.1% |
| 1Y | +10.9% | +59.8% | -48.9% | -7.0% |
| 3Y | +279.0% | +177.2% | +101.8% | +138.6% |
| 5Y | +427.0% | +118.4% | +308.6% | +252.1% |
| All | +427.0% | +116.7% | +310.3% | +252.1% |
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