+79.1%
META vs DAL
+103.7%
-24.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.4% | -2.3% |
| 7D | -3.1% | +4.6% | -7.7% | -4.9% |
| 30D | -18.1% | +2.3% | -20.4% | -19.1% |
| 3M | +2.9% | -8.1% | +10.9% | +5.8% |
| 6M | +0.2% | +21.4% | -21.2% | -8.4% |
| YTD | -8.1% | +24.3% | -32.4% | -17.6% |
| 1Y | -4.5% | +47.4% | -51.9% | -20.6% |
| 3Y | +94.2% | +164.6% | -70.4% | +13.2% |
| 5Y | +79.1% | +100.2% | -21.2% | +11.9% |
| All | +79.1% | +103.7% | -24.6% | +11.9% |
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 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