+3,309.9%
V vs DAL
+885.6%
+2,424.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.1% | -2.2% |
| 7D | +2.9% | +4.6% | -1.6% | +1.9% |
| 30D | +14.0% | +2.3% | +11.7% | +13.3% |
| 3M | +14.9% | -8.1% | +23.0% | +16.8% |
| 6M | +31.7% | +21.4% | +10.3% | +25.3% |
| YTD | +21.2% | +24.3% | -3.1% | +14.0% |
| 1Y | +25.3% | +47.4% | -22.1% | +13.2% |
| 3Y | +77.5% | +164.6% | -87.1% | +35.8% |
| 5Y | +102.6% | +100.2% | +2.3% | +61.6% |
| 10Y | +464.3% | +124.9% | +339.4% | +312.0% |
| All | +3,309.9% | +885.6% | +2,424.3% | +1,324.3% |
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