+381.8%
DAL vs EW
+2,357.5%
-1,975.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.9% |
| 7D | +4.6% | +6.8% | -2.2% | +2.1% |
| 30D | +2.3% | +16.6% | -14.3% | -3.3% |
| 3M | -8.1% | +13.3% | -21.4% | -12.4% |
| 6M | +21.4% | +21.6% | -0.2% | +12.5% |
| YTD | +24.3% | +18.3% | +6.0% | +16.0% |
| 1Y | +47.4% | +21.7% | +25.7% | +36.0% |
| 3Y | +164.6% | +50.3% | +114.3% | +113.9% |
| 5Y | +100.2% | -15.0% | +115.3% | +97.5% |
| 10Y | +124.9% | +237.5% | -112.6% | +26.3% |
| All | +381.8% | +2,357.5% | -1,975.7% | -19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling