+123.6%
DAL vs FND
+68.8%
+54.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | +2.3% | -4.4% | +6.7% | +4.0% |
| 30D | +14.3% | +14.5% | -0.2% | +8.8% |
| 3M | +1.3% | -15.6% | +16.9% | +7.2% |
| 6M | +29.3% | +4.7% | +24.6% | +25.7% |
| YTD | +33.0% | -16.1% | +49.1% | +38.8% |
| 1Y | +59.8% | -16.0% | +75.9% | +66.8% |
| 3Y | +177.2% | -35.5% | +212.7% | +205.0% |
| 5Y | +118.4% | -60.5% | +178.9% | +167.3% |
| All | +123.6% | +68.8% | +54.8% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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