+59.8%
DAL vs DRI
+36.0%
+23.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +2.3% | -0.7% | +3.1% | +2.7% |
| 30D | +14.3% | +14.7% | -0.4% | +7.8% |
| 3M | +1.3% | +5.4% | -4.1% | -1.2% |
| 6M | +29.3% | +18.8% | +10.4% | +17.2% |
| YTD | +33.0% | +28.4% | +4.6% | +14.7% |
| 1Y | +59.8% | +37.7% | +22.2% | +28.9% |
| All | +59.8% | +36.0% | +23.8% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling