+180.3%
DAL vs DOC
+43.5%
+136.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.1% | +4.0% | +5.9% |
| 7D | +11.1% | +8.7% | +2.3% | +7.5% |
| 30D | +7.7% | +7.6% | +0.1% | +4.6% |
| 3M | -3.5% | -5.3% | +1.7% | -1.6% |
| 6M | +31.3% | +27.6% | +3.7% | +18.3% |
| YTD | +30.0% | +32.4% | -2.4% | +14.9% |
| 1Y | +62.1% | +22.9% | +39.2% | +47.8% |
| All | +180.3% | +43.5% | +136.7% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling