+45.5%
DAL vs EXE
-23.9%
+69.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.1% |
| 7D | -1.1% | +5.3% | -6.4% | +0.2% |
| 30D | +12.8% | -2.2% | +15.0% | +12.2% |
| 3M | -5.3% | -5.9% | +0.6% | -6.7% |
| 6M | +22.4% | -5.7% | +28.1% | +20.9% |
| YTD | +25.6% | -17.8% | +43.4% | +25.4% |
| 1Y | +45.5% | -23.1% | +68.6% | +50.3% |
| All | +45.5% | -23.9% | +69.4% | +50.3% |
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