-24.7%
U vs DAL
+172.7%
-197.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.4% | +4.2% |
| 7D | +36.6% | +8.8% | +27.8% | +29.3% |
| 30D | +13.3% | +5.4% | +7.9% | +9.3% |
| 3M | +26.2% | -4.9% | +31.1% | +28.9% |
| 6M | +88.7% | +19.8% | +68.9% | +66.4% |
| YTD | +16.6% | +27.0% | -10.4% | -1.2% |
| 1Y | +29.0% | +52.5% | -23.5% | -2.6% |
| 3Y | +99.5% | +173.8% | -74.4% | -2.8% |
| 5Y | -66.1% | +104.5% | -170.7% | -81.6% |
| All | -24.7% | +172.7% | -197.4% | -56.7% |
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 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