+100.2%
DAL vs FE
+46.2%
+54.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.2% | -4.3% |
| 7D | +4.6% | +0.6% | +4.0% | +4.4% |
| 30D | +2.3% | +6.4% | -4.1% | +0.9% |
| 3M | -8.1% | -0.5% | -7.6% | -8.0% |
| 6M | +21.4% | +4.7% | +16.7% | +20.0% |
| YTD | +24.3% | +8.4% | +15.9% | +21.2% |
| 1Y | +47.4% | +7.2% | +40.1% | +44.0% |
| 3Y | +164.6% | +44.9% | +119.7% | +130.1% |
| 5Y | +100.2% | +46.3% | +53.9% | +64.4% |
| All | +100.2% | +46.2% | +54.0% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling