+62.9%
ON vs DAL
+106.7%
-43.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | -0.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -3.3% | -13.9% | +10.6% | +5.4% |
| 3M | -43.6% | +1.1% | -44.7% | -44.4% |
| 6M | +19.0% | +26.2% | -7.3% | +2.0% |
| YTD | +37.4% | +16.4% | +20.9% | +22.2% |
| 1Y | +54.8% | +33.9% | +20.9% | +26.0% |
| 3Y | -25.2% | +93.4% | -118.5% | -55.0% |
| All | +62.9% | +106.7% | -43.8% | -10.0% |
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