+122.8%
DAL vs DRI
+367.2%
-244.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.8% |
| 7D | +8.8% | +2.8% | +6.0% | +7.1% |
| 30D | +5.4% | +13.3% | -7.9% | -2.1% |
| 3M | -4.9% | +8.2% | -13.1% | -9.9% |
| 6M | +19.8% | +17.5% | +2.3% | +7.6% |
| YTD | +27.0% | +26.9% | +0.1% | +8.4% |
| 1Y | +52.5% | +31.6% | +20.9% | +27.3% |
| 3Y | +173.8% | +67.0% | +106.9% | +94.1% |
| 5Y | +104.5% | +72.9% | +31.6% | +41.6% |
| All | +122.8% | +367.2% | -244.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling