+125.6%
DAL vs FFIV
+126.0%
-0.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +10.7% | -4.2% | +14.9% | +13.1% |
| 30D | +12.5% | -33.9% | +46.4% | +35.3% |
| 3M | +3.6% | -22.6% | +26.2% | +14.3% |
| 6M | +26.7% | -10.4% | +37.1% | +28.2% |
| YTD | +34.3% | +24.3% | +10.0% | +12.3% |
| 1Y | +59.1% | +31.8% | +27.3% | +28.8% |
| 3Y | +179.9% | +99.5% | +80.4% | +80.7% |
| 5Y | +119.1% | +40.7% | +78.4% | +65.0% |
| 10Y | +125.6% | +126.9% | -1.3% | +21.7% |
| All | +125.6% | +126.0% | -0.3% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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