+86.4%
U vs DAL
+183.7%
-97.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.6% | -2.4% |
| 7D | +24.4% | +10.7% | +13.6% | +17.0% |
| 30D | +7.4% | +12.5% | -5.1% | +0.1% |
| 3M | +16.8% | +3.6% | +13.2% | +13.6% |
| 6M | +78.8% | +26.7% | +52.0% | +54.0% |
| YTD | +14.0% | +34.3% | -20.3% | -5.1% |
| 1Y | +16.7% | +59.1% | -42.4% | -12.1% |
| 3Y | +86.4% | +179.9% | -93.5% | -25.5% |
| All | +86.4% | +183.7% | -97.3% | -25.5% |
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