+173.8%
DAL vs FND
-36.7%
+210.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +8.8% | +7.7% | +1.1% | +5.4% |
| 30D | +5.4% | +11.9% | -6.5% | +0.3% |
| 3M | -4.9% | -14.6% | +9.6% | +1.0% |
| 6M | +19.8% | +0.5% | +19.4% | +17.4% |
| YTD | +27.0% | -15.8% | +42.8% | +32.8% |
| 1Y | +52.5% | -12.9% | +65.4% | +57.2% |
| 3Y | +173.8% | -34.2% | +208.0% | +187.1% |
| All | +173.8% | -36.7% | +210.6% | +187.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling