+180.8%
UPS vs DAL
+329.9%
-149.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.5% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -3.5% | -13.9% | +10.4% | -0.8% |
| 3M | -5.7% | +1.1% | -6.8% | -6.1% |
| 6M | -4.4% | +26.2% | -30.6% | -8.9% |
| YTD | +8.0% | +16.4% | -8.4% | +4.2% |
| 1Y | +29.0% | +33.9% | -4.8% | +20.8% |
| 3Y | -27.7% | +93.4% | -121.1% | -38.2% |
| 5Y | -34.3% | +106.4% | -140.7% | -45.6% |
| 10Y | +37.8% | +143.0% | -105.2% | +4.0% |
| All | +180.8% | +329.9% | -149.1% | +45.2% |
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