+3,608.8%
SHOP vs DAL
+127.0%
+3,481.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.7% |
| 7D | -5.4% | +8.8% | -14.2% | -8.5% |
| 30D | -10.3% | +5.4% | -15.7% | -12.2% |
| 3M | +1.0% | -4.9% | +5.9% | +3.0% |
| 6M | +41.2% | +19.8% | +21.4% | +31.1% |
| YTD | -7.5% | +27.0% | -34.5% | -16.8% |
| 1Y | -4.6% | +52.5% | -57.0% | -20.2% |
| 3Y | +146.4% | +173.8% | -27.4% | +63.8% |
| 5Y | -2.5% | +104.5% | -107.1% | -29.9% |
| All | +3,608.8% | +127.0% | +3,481.9% | +2,561.1% |
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