+44.6%
DAL vs FND
-23.4%
+68.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.4% | -0.9% | -3.1% |
| 7D | +1.4% | -5.1% | +6.5% | +4.0% |
| 30D | +9.1% | +9.2% | -0.1% | +4.7% |
| 3M | -3.5% | -17.7% | +14.2% | +5.0% |
| 6M | +23.4% | +2.5% | +20.9% | +18.4% |
| YTD | +26.0% | -19.8% | +45.9% | +33.3% |
| 1Y | +44.6% | -22.7% | +67.3% | +56.6% |
| All | +44.6% | -23.4% | +68.0% | +56.6% |
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 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