+1,390.8%
UNP vs DAL
+329.9%
+1,060.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -5.3% | +0.1% | -5.5% | -5.4% |
| 30D | -1.5% | -13.9% | +12.4% | +1.8% |
| 3M | +10.3% | +1.1% | +9.2% | +9.6% |
| 6M | +9.7% | +26.2% | -16.6% | +3.1% |
| YTD | +27.1% | +16.4% | +10.7% | +21.3% |
| 1Y | +32.6% | +33.9% | -1.3% | +21.9% |
| 3Y | +40.0% | +93.4% | -53.4% | +14.6% |
| 5Y | +50.8% | +106.4% | -55.5% | +18.1% |
| 10Y | +278.6% | +143.0% | +135.7% | +169.3% |
| All | +1,390.8% | +329.9% | +1,060.9% | +627.4% |
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