+102.9%
DAL vs DAR
-41.1%
+144.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.5% |
| 7D | +8.8% | -9.9% | +18.7% | +12.3% |
| 30D | +5.4% | -16.4% | +21.8% | +11.0% |
| 3M | -4.9% | -17.1% | +12.1% | -0.4% |
| 6M | +19.8% | -20.5% | +40.3% | +26.5% |
| YTD | +27.0% | +39.4% | -12.4% | +7.9% |
| 1Y | +52.5% | +57.2% | -4.8% | +23.5% |
| 3Y | +173.8% | +13.9% | +160.0% | +136.4% |
| All | +102.9% | -41.1% | +144.0% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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