-74.5%
U vs DAL
+106.7%
-181.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.3% | +4.8% |
| 7D | +2.8% | +1.4% | +1.4% | +1.4% |
| 30D | +7.6% | +9.1% | -1.5% | +0.1% |
| 3M | +12.7% | -3.5% | +16.2% | +13.9% |
| 6M | +87.0% | +23.4% | +63.6% | +55.4% |
| YTD | +13.6% | +26.0% | -12.4% | -7.7% |
| 1Y | +25.3% | +44.6% | -19.3% | -8.7% |
| 3Y | +85.8% | +162.7% | -76.9% | -30.6% |
| 5Y | -74.5% | +113.0% | -187.5% | -88.9% |
| All | -74.5% | +106.7% | -181.2% | -88.9% |
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