+112.5%
NET vs DAL
+106.7%
+5.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.9% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -4.8% | -13.9% | +9.1% | +2.5% |
| 3M | +3.8% | +1.1% | +2.7% | +2.3% |
| 6M | +50.0% | +26.2% | +23.8% | +29.6% |
| YTD | +41.5% | +16.4% | +25.0% | +26.0% |
| 1Y | +32.8% | +33.9% | -1.0% | +8.3% |
| 3Y | +335.9% | +93.4% | +242.5% | +150.7% |
| All | +112.5% | +106.7% | +5.8% | +8.5% |
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