+121.4%
DAL vs ARWR
+1,021.8%
-900.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | +2.3% | -19.9% | +22.3% | +5.1% |
| 30D | +14.3% | -18.7% | +33.0% | +17.2% |
| 3M | +1.3% | -44.7% | +46.0% | +9.0% |
| 6M | +29.3% | -36.5% | +65.8% | +36.0% |
| YTD | +33.0% | -25.7% | +58.6% | +36.4% |
| 1Y | +59.8% | +18.9% | +40.9% | +53.5% |
| 3Y | +177.2% | +83.1% | +94.1% | +138.2% |
| 5Y | +118.4% | -34.9% | +153.2% | +102.3% |
| 10Y | +121.4% | +1,080.9% | -959.5% | +65.7% |
| All | +121.4% | +1,021.8% | -900.4% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling