+124.8%
DAL vs FND
+76.3%
+48.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.1% | +1.2% | +3.8% |
| 7D | +10.0% | +8.5% | +1.5% | +6.9% |
| 30D | +12.0% | +17.2% | -5.2% | +5.8% |
| 3M | +0.8% | -14.9% | +15.7% | +6.3% |
| 6M | +26.2% | +3.1% | +23.1% | +23.4% |
| YTD | +33.7% | -12.4% | +46.1% | +37.5% |
| 1Y | +57.6% | -10.0% | +67.6% | +60.5% |
| 3Y | +183.5% | -31.3% | +214.8% | +205.3% |
| 5Y | +114.2% | -60.3% | +174.5% | +161.2% |
| All | +124.8% | +76.3% | +48.5% | +69.9% |
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