-27.4%
U vs DAL
+185.6%
-213.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.8% |
| 7D | +16.9% | +2.3% | +14.6% | +14.8% |
| 30D | +6.4% | +14.3% | -8.0% | -2.3% |
| 3M | +13.2% | +1.3% | +11.9% | +11.3% |
| 6M | +84.8% | +29.3% | +55.5% | +55.3% |
| YTD | +12.4% | +33.0% | -20.6% | -7.4% |
| 1Y | +19.8% | +59.8% | -40.1% | -12.2% |
| 3Y | +83.8% | +177.2% | -93.4% | -11.1% |
| 5Y | -72.7% | +118.4% | -191.1% | -85.6% |
| All | -27.4% | +185.6% | -213.0% | -59.4% |
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