+33.9%
DAL vs DG
+23.4%
+10.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.5% |
| 7D | +0.1% | +8.4% | -8.3% | -1.5% |
| 30D | -13.9% | +4.9% | -18.9% | -14.8% |
| 3M | +1.1% | +29.3% | -28.3% | -4.0% |
| 6M | +26.2% | -11.3% | +37.5% | +26.4% |
| YTD | +16.4% | +1.8% | +14.7% | +14.0% |
| 1Y | +33.9% | +25.3% | +8.5% | +23.9% |
| All | +33.9% | +23.4% | +10.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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