+102.9%
DAL vs ACWI
+54.8%
+48.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.8% | -2.4% | +11.1% | +13.0% |
| 30D | +5.4% | -5.2% | +10.6% | +14.6% |
| 3M | -4.9% | -4.8% | -0.1% | +2.8% |
| 6M | +19.8% | -1.3% | +21.2% | +22.6% |
| YTD | +27.0% | +8.4% | +18.6% | +12.8% |
| 1Y | +52.5% | +11.0% | +41.4% | +30.5% |
| 3Y | +173.8% | +70.6% | +103.3% | +27.2% |
| All | +102.9% | +54.8% | +48.1% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling