+52.5%
DAL vs COMP
+16.2%
+36.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.7% | -8.6% | -1.0% |
| 7D | +8.8% | +13.4% | -4.6% | +4.7% |
| 30D | +5.4% | +11.1% | -5.7% | +1.9% |
| 3M | -4.9% | -18.8% | +13.9% | 0.0% |
| 6M | +19.8% | +10.5% | +9.3% | +14.1% |
| YTD | +27.0% | -3.4% | +30.4% | +25.6% |
| 1Y | +52.5% | +19.7% | +32.8% | +43.4% |
| All | +52.5% | +16.2% | +36.3% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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