-69.4%
U vs DAL
+106.7%
-176.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -2.3% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +17.5% | -13.9% | +31.4% | +30.1% |
| 3M | +38.7% | +1.1% | +37.6% | +36.2% |
| 6M | +104.4% | +26.2% | +78.2% | +67.3% |
| YTD | -5.7% | +16.4% | -22.1% | -17.3% |
| 1Y | +3.7% | +33.9% | -30.2% | -18.3% |
| 3Y | +12.3% | +93.4% | -81.1% | -41.3% |
| All | -69.4% | +106.7% | -176.1% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling