+523.3%
ON vs DAL
+108.0%
+415.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +12.2% | -1.1% | +13.3% | +12.9% |
| 30D | -3.1% | +12.8% | -16.0% | -9.9% |
| 3M | -12.9% | -5.3% | -7.6% | -10.3% |
| 6M | -38.6% | +22.4% | -60.9% | -46.0% |
| YTD | +31.2% | +25.6% | +5.6% | +12.1% |
| 1Y | +47.6% | +45.5% | +2.1% | +15.7% |
| 3Y | +6.6% | +161.0% | -154.3% | -44.1% |
| 5Y | +21.3% | +112.2% | -91.0% | -30.0% |
| All | +523.3% | +108.0% | +415.3% | +256.5% |
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 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