+3.0%
PG vs DAL
+98.4%
-95.4%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -0.4% | +3.4% | -3.8% | -0.5% |
| 30D | -0.1% | -13.6% | +13.4% | +0.2% |
| 3M | +1.1% | +1.2% | -0.1% | +1.0% |
| 6M | -3.8% | +34.5% | -38.3% | -4.3% |
| YTD | +3.8% | +14.7% | -10.8% | +3.4% |
| 1Y | -5.8% | +29.2% | -35.0% | -6.4% |
| 3Y | +3.0% | +100.0% | -97.0% | -2.5% |
| All | +3.0% | +98.4% | -95.4% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling