+71.2%
UBER vs DAL
+73.1%
-1.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +1.4% |
| 7D | +6.7% | +10.0% | -3.4% | +2.2% |
| 30D | -0.5% | +12.0% | -12.5% | -5.5% |
| 3M | -5.1% | +0.8% | -5.9% | -6.0% |
| 6M | -5.7% | +26.2% | -31.9% | -16.2% |
| YTD | -12.9% | +33.7% | -46.6% | -25.7% |
| 1Y | -22.6% | +57.6% | -80.2% | -39.1% |
| 3Y | +42.2% | +183.5% | -141.3% | -22.6% |
| 5Y | +56.4% | +114.2% | -57.8% | -3.9% |
| All | +71.2% | +73.1% | -1.9% | +20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling