+52.5%
DAL vs AMIX
-91.4%
+143.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.8% | -16.0% | +24.8% | +8.9% |
| 30D | +5.4% | -55.4% | +60.8% | +5.7% |
| 3M | -4.9% | -87.5% | +82.6% | -4.4% |
| 6M | +19.8% | -81.2% | +101.0% | +22.1% |
| YTD | +27.0% | -86.8% | +113.8% | +26.9% |
| 1Y | +52.5% | -91.6% | +144.0% | +50.2% |
| All | +52.5% | -91.4% | +143.8% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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