+351.3%
DAL vs EIX
+112.5%
+238.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.4% |
| 7D | +0.1% | -19.1% | +19.2% | +8.3% |
| 30D | -13.9% | -16.9% | +3.0% | -8.5% |
| 3M | +1.1% | -20.0% | +21.1% | +9.1% |
| 6M | +26.2% | -21.3% | +47.6% | +36.9% |
| YTD | +16.4% | -1.7% | +18.1% | +11.9% |
| 1Y | +33.9% | +9.6% | +24.3% | +21.3% |
| 3Y | +93.4% | -3.7% | +97.1% | +80.7% |
| 5Y | +106.4% | +22.6% | +83.7% | +65.2% |
| 10Y | +143.0% | +17.7% | +125.3% | +82.9% |
| All | +351.3% | +112.5% | +238.8% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 all: compounded portfolio wealth divided by compounded EIX 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…
all analysis · Full analysis span regression · 6 months rolling