+59.1%
DAL vs EW
+26.0%
+33.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +10.7% | +9.3% | +1.4% | +6.9% |
| 30D | +12.5% | +22.1% | -9.5% | +4.6% |
| 3M | +3.6% | +13.0% | -9.4% | -0.9% |
| 6M | +26.7% | +30.1% | -3.3% | +14.4% |
| YTD | +34.3% | +22.0% | +12.3% | +25.0% |
| 1Y | +59.1% | +23.7% | +35.4% | +47.5% |
| All | +59.1% | +26.0% | +33.1% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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