+52.5%
DAL vs D
+19.8%
+32.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.2% |
| 7D | +8.8% | +3.0% | +5.8% | +8.7% |
| 30D | +5.4% | +11.5% | -6.1% | +5.7% |
| 3M | -4.9% | +3.7% | -8.7% | -5.1% |
| 6M | +19.8% | +13.5% | +6.3% | +20.7% |
| YTD | +27.0% | +20.7% | +6.3% | +29.9% |
| 1Y | +52.5% | +18.2% | +34.2% | +57.1% |
| All | +52.5% | +19.8% | +32.6% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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