+102.9%
DAL vs DRI
+74.0%
+28.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.8% |
| 7D | +8.8% | +2.8% | +6.0% | +7.0% |
| 30D | +5.4% | +13.3% | -7.9% | -2.8% |
| 3M | -4.9% | +8.2% | -13.1% | -10.4% |
| 6M | +19.8% | +17.5% | +2.3% | +6.1% |
| YTD | +27.0% | +26.9% | +0.1% | +5.9% |
| 1Y | +52.5% | +31.6% | +20.9% | +23.8% |
| 3Y | +173.8% | +67.0% | +106.9% | +80.4% |
| All | +102.9% | +74.0% | +28.9% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling