+381.8%
DAL vs EIX
+131.6%
+250.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.4% | -3.9% |
| 7D | +4.6% | +2.5% | +2.0% | +3.4% |
| 30D | +2.3% | +14.1% | -11.7% | -3.8% |
| 3M | -8.1% | -9.4% | +1.3% | -6.3% |
| 6M | +21.4% | -9.1% | +30.5% | +22.6% |
| YTD | +24.3% | +7.1% | +17.2% | +14.5% |
| 1Y | +47.4% | +13.3% | +34.1% | +31.8% |
| 3Y | +164.6% | +10.9% | +153.7% | +130.6% |
| 5Y | +100.2% | +21.0% | +79.3% | +62.8% |
| 10Y | +124.9% | +33.6% | +91.3% | +58.4% |
| All | +381.8% | +131.6% | +250.2% | +83.2% |
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