+2,926.4%
V vs DAL
+823.1%
+2,103.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.4% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +2.0% | -13.9% | +15.9% | +5.3% |
| 3M | +17.4% | +1.1% | +16.3% | +16.7% |
| 6M | +17.5% | +26.2% | -8.7% | +10.6% |
| YTD | +7.6% | +16.4% | -8.8% | +2.8% |
| 1Y | +7.7% | +33.9% | -26.1% | -0.7% |
| 3Y | +54.7% | +93.4% | -38.7% | +27.0% |
| 5Y | +73.0% | +106.4% | -33.3% | +37.2% |
| 10Y | +390.9% | +143.0% | +247.9% | +254.0% |
| All | +2,926.4% | +823.1% | +2,103.4% | +1,184.5% |
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