+556.1%
ON vs DAL
+124.5%
+431.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.7% | +6.3% |
| 7D | +3.3% | +2.3% | +1.0% | +2.3% |
| 30D | -3.1% | +14.3% | -17.4% | -10.5% |
| 3M | -9.2% | +1.3% | -10.5% | -10.0% |
| 6M | -31.4% | +29.3% | -60.6% | -41.4% |
| YTD | +36.0% | +33.0% | +3.0% | +12.5% |
| 1Y | +52.0% | +59.8% | -7.8% | +12.8% |
| 3Y | +9.3% | +177.2% | -167.9% | -44.6% |
| 5Y | +26.5% | +118.4% | -91.9% | -28.2% |
| 10Y | +556.1% | +121.4% | +434.7% | +255.3% |
| All | +556.1% | +124.5% | +431.7% | +255.3% |
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 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