+62.8%
META vs DAL
+106.7%
-43.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.3% |
| 7D | +6.7% | +0.1% | +6.6% | +6.6% |
| 30D | +4.8% | -13.9% | +18.7% | +10.8% |
| 3M | -1.6% | +1.1% | -2.7% | -2.7% |
| 6M | -7.5% | +26.2% | -33.7% | -16.6% |
| YTD | -6.4% | +16.4% | -22.8% | -13.5% |
| 1Y | -17.3% | +33.9% | -51.2% | -28.4% |
| 3Y | +109.9% | +93.4% | +16.6% | +44.7% |
| All | +62.8% | +106.7% | -43.9% | +2.3% |
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