+62.1%
DAL vs ACWI
+14.9%
+47.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +4.5% |
| 7D | +11.1% | -0.5% | +11.5% | +11.9% |
| 30D | +7.7% | -1.6% | +9.3% | +10.6% |
| 3M | -3.5% | -1.3% | -2.2% | -1.3% |
| 6M | +31.3% | +5.8% | +25.5% | +19.7% |
| YTD | +30.0% | +12.7% | +17.2% | +7.7% |
| 1Y | +62.1% | +15.0% | +47.1% | +30.1% |
| All | +62.1% | +14.9% | +47.2% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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