+914.3%
GILD vs DAL
+319.6%
+594.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.5% |
| 7D | -4.2% | -0.6% | -3.6% | -4.2% |
| 30D | +6.7% | -13.5% | +20.1% | +8.7% |
| 3M | +20.0% | +2.6% | +17.4% | +19.4% |
| 6M | -1.3% | +32.7% | -34.0% | -5.3% |
| YTD | +19.4% | +13.6% | +5.8% | +16.6% |
| 1Y | +28.9% | +28.8% | +0.1% | +23.4% |
| 3Y | +110.3% | +98.2% | +12.1% | +86.0% |
| 5Y | +144.8% | +105.9% | +38.9% | +111.0% |
| 10Y | +164.4% | +133.5% | +30.9% | +110.1% |
| All | +914.3% | +319.6% | +594.7% | +512.4% |
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