+105.8%
DAL vs ACI
-42.9%
+148.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +0.1% | +0.2% | 0.0% | +0.1% |
| 30D | -13.9% | +5.9% | -19.8% | -14.4% |
| 3M | +1.1% | -19.8% | +20.9% | +3.0% |
| 6M | +26.2% | -24.7% | +51.0% | +29.2% |
| YTD | +16.4% | -24.4% | +40.8% | +18.9% |
| 1Y | +33.9% | -31.5% | +65.3% | +38.2% |
| 3Y | +93.4% | -38.7% | +132.1% | +101.3% |
| All | +105.8% | -42.9% | +148.8% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling