+102.9%
DAL vs ACI
-43.3%
+146.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.5% |
| 7D | +8.8% | -2.2% | +11.0% | +9.1% |
| 30D | +5.4% | +10.3% | -4.9% | +4.4% |
| 3M | -4.9% | +7.2% | -12.1% | -5.6% |
| 6M | +19.8% | -18.0% | +37.8% | +21.6% |
| YTD | +27.0% | -22.0% | +49.0% | +29.2% |
| 1Y | +52.5% | -23.4% | +75.8% | +55.4% |
| 3Y | +173.8% | -35.8% | +209.7% | +183.4% |
| All | +102.9% | -43.3% | +146.2% | +101.8% |
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