+44.6%
DAL vs A
+16.3%
+28.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.2% | -3.0% | -4.3% |
| 7D | +1.4% | +0.7% | +0.7% | +1.2% |
| 30D | +9.1% | +0.8% | +8.3% | +8.8% |
| 3M | -3.5% | +16.9% | -20.4% | -9.2% |
| 6M | +23.4% | +53.8% | -30.4% | +2.0% |
| YTD | +26.0% | +28.1% | -2.1% | +14.7% |
| 1Y | +44.6% | +15.0% | +29.6% | +42.4% |
| All | +44.6% | +16.3% | +28.4% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling