+59.8%
DAL vs FND
-14.8%
+74.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.6% |
| 7D | +2.3% | -4.4% | +6.7% | +4.5% |
| 30D | +14.3% | +14.5% | -0.2% | +7.1% |
| 3M | +1.3% | -15.6% | +16.9% | +8.9% |
| 6M | +29.3% | +4.7% | +24.6% | +22.7% |
| YTD | +33.0% | -16.1% | +49.1% | +37.6% |
| 1Y | +59.8% | -16.0% | +75.9% | +65.1% |
| All | +59.8% | -14.8% | +74.7% | +65.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling