-28.6%
U vs DAL
+167.0%
-195.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -4.3% | +19.3% | +17.5% |
| 7D | +24.3% | +4.6% | +19.7% | +20.4% |
| 30D | +8.6% | +2.3% | +6.2% | +6.6% |
| 3M | +37.6% | -8.1% | +45.7% | +43.3% |
| 6M | +78.5% | +21.4% | +57.1% | +55.8% |
| YTD | +10.5% | +24.3% | -13.8% | -5.2% |
| 1Y | +15.2% | +47.4% | -32.2% | -11.2% |
| 3Y | +76.6% | +164.6% | -88.1% | -12.2% |
| 5Y | -67.9% | +100.2% | -168.1% | -82.3% |
| All | -28.6% | +167.0% | -195.6% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling