+180.3%
DAL vs ACI
-30.9%
+211.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.5% | +3.6% | +6.9% |
| 7D | +11.1% | +4.5% | +6.6% | +10.7% |
| 30D | +7.7% | +20.9% | -13.1% | +6.4% |
| 3M | -3.5% | +15.2% | -18.8% | -4.5% |
| 6M | +31.3% | -13.3% | +44.6% | +32.2% |
| YTD | +30.0% | -16.2% | +46.2% | +30.8% |
| 1Y | +62.1% | -16.9% | +78.9% | +63.3% |
| All | +180.3% | -30.9% | +211.2% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling