+1,059.6%
DAL vs ACWI
+330.1%
+729.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.8% | -0.5% | +0.5% |
| 7D | +4.6% | -4.0% | +8.6% | +10.2% |
| 30D | +2.3% | -5.8% | +8.1% | +10.5% |
| 3M | -8.1% | -5.0% | -3.1% | -1.7% |
| 6M | +21.4% | +0.7% | +20.7% | +20.9% |
| YTD | +24.3% | +8.4% | +15.9% | +13.3% |
| 1Y | +47.4% | +10.1% | +37.3% | +31.9% |
| 3Y | +164.6% | +70.8% | +93.8% | +41.8% |
| 5Y | +100.2% | +55.4% | +44.9% | +23.4% |
| 10Y | +124.9% | +223.3% | -98.4% | -38.0% |
| All | +1,059.6% | +330.1% | +729.4% | +188.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling