+102.9%
DAL vs ARWR
-28.9%
+131.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +1.9% |
| 7D | +8.8% | -2.9% | +11.7% | +9.5% |
| 30D | +5.4% | -5.4% | +10.8% | +6.6% |
| 3M | -4.9% | -32.2% | +27.3% | +2.4% |
| 6M | +19.8% | -26.5% | +46.4% | +25.9% |
| YTD | +27.0% | -12.4% | +39.4% | +28.0% |
| 1Y | +52.5% | +46.9% | +5.6% | +37.3% |
| 3Y | +173.8% | +116.0% | +57.9% | +104.8% |
| All | +102.9% | -28.9% | +131.8% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling