+311.1%
SPY vs DAL
+124.5%
+186.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.6% |
| 7D | -0.9% | +2.3% | -3.2% | -1.5% |
| 30D | -2.4% | +14.3% | -16.7% | -5.7% |
| 3M | -1.2% | +1.3% | -2.4% | -1.7% |
| 6M | +3.3% | +29.3% | -26.0% | -3.8% |
| YTD | +12.3% | +33.0% | -20.7% | +3.2% |
| 1Y | +12.4% | +59.8% | -47.4% | -1.6% |
| 3Y | +78.8% | +177.2% | -98.4% | +30.9% |
| 5Y | +75.2% | +118.4% | -43.2% | +32.4% |
| 10Y | +311.1% | +121.4% | +189.7% | +201.4% |
| All | +311.1% | +124.5% | +186.7% | +201.4% |
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