+516.0%
ON vs DAL
+136.2%
+379.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.3% | +3.9% | +6.1% |
| 7D | -1.4% | +10.0% | -11.5% | -6.7% |
| 30D | -10.9% | +12.0% | -22.9% | -16.6% |
| 3M | -14.9% | +0.8% | -15.6% | -15.3% |
| 6M | -33.0% | +26.2% | -59.2% | -42.1% |
| YTD | +27.6% | +33.7% | -6.1% | +5.3% |
| 1Y | +44.5% | +57.6% | -13.1% | +8.2% |
| 3Y | +7.4% | +183.5% | -176.1% | -46.2% |
| 5Y | +18.7% | +114.2% | -95.4% | -31.8% |
| 10Y | +516.0% | +128.1% | +387.8% | +226.1% |
| All | +516.0% | +136.2% | +379.7% | +226.1% |
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