+59.8%
DAL vs EXE
-21.4%
+81.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -0.8% |
| 7D | +2.3% | +1.5% | +0.8% | +2.6% |
| 30D | +14.3% | -0.2% | +14.5% | +14.3% |
| 3M | +1.3% | -9.2% | +10.5% | -1.1% |
| 6M | +29.3% | -7.2% | +36.5% | +27.4% |
| YTD | +33.0% | -18.3% | +51.3% | +33.0% |
| 1Y | +59.8% | -23.6% | +83.5% | +66.0% |
| All | +59.8% | -21.4% | +81.2% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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