+122.8%
DAL vs FE
+107.4%
+15.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +8.8% | 0.0% | +8.8% | +8.8% |
| 30D | +5.4% | +5.2% | +0.2% | +3.8% |
| 3M | -4.9% | 0.0% | -4.9% | -5.0% |
| 6M | +19.8% | +5.0% | +14.8% | +17.9% |
| YTD | +27.0% | +7.9% | +19.1% | +23.3% |
| 1Y | +52.5% | +6.3% | +46.1% | +48.6% |
| 3Y | +173.8% | +46.0% | +127.8% | +136.6% |
| 5Y | +104.5% | +45.6% | +58.9% | +75.2% |
| All | +122.8% | +107.4% | +15.5% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling