+32.6%
NET vs DAL
+123.6%
-91.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.2% | -9.7% | -6.2% |
| 7D | -16.4% | +11.1% | -27.4% | -21.0% |
| 30D | -25.8% | +7.7% | -33.6% | -28.9% |
| 3M | -11.5% | -3.5% | -8.0% | -10.5% |
| 6M | +18.9% | +31.3% | -12.4% | +1.1% |
| YTD | +35.2% | +30.0% | +5.3% | +12.8% |
| 1Y | +14.5% | +62.1% | -47.6% | -16.6% |
| 3Y | +313.8% | +176.6% | +137.2% | +78.9% |
| 5Y | +32.6% | +126.2% | -93.6% | -34.5% |
| All | +32.6% | +123.6% | -91.1% | -34.5% |
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