+183.8%
GE vs DAL
+368.9%
-185.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.1% |
| 7D | +7.1% | +8.8% | -1.7% | +4.5% |
| 30D | +6.5% | +5.4% | +1.1% | +4.7% |
| 3M | -13.6% | -4.9% | -8.6% | -12.4% |
| 6M | +6.0% | +19.8% | -13.9% | +0.2% |
| YTD | +5.4% | +27.0% | -21.6% | -2.4% |
| 1Y | +6.5% | +52.5% | -46.0% | -6.7% |
| 3Y | +268.6% | +173.8% | +94.7% | +162.0% |
| 5Y | +389.0% | +104.5% | +284.5% | +270.2% |
| 10Y | +163.3% | +129.7% | +33.6% | +84.3% |
| All | +183.8% | +368.9% | -185.1% | +21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling