+1,402.3%
LITE vs DAL
+127.0%
+1,275.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +4.8% |
| 7D | -35.9% | +8.8% | -44.7% | -38.2% |
| 30D | -51.5% | +5.4% | -56.9% | -52.6% |
| 3M | -35.7% | -4.9% | -30.8% | -34.7% |
| 6M | -43.0% | +19.8% | -62.8% | -47.6% |
| YTD | +46.1% | +27.0% | +19.1% | +29.9% |
| 1Y | +124.7% | +52.5% | +72.3% | +86.3% |
| 3Y | +1,172.1% | +173.8% | +998.2% | +745.2% |
| 5Y | +477.0% | +104.5% | +372.5% | +309.2% |
| All | +1,402.3% | +127.0% | +1,275.4% | +939.7% |
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