+113.0%
DAL vs FND
-62.4%
+175.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.4% | -0.9% | -3.4% |
| 7D | +1.4% | -5.1% | +6.5% | +3.7% |
| 30D | +9.1% | +9.2% | -0.1% | +5.1% |
| 3M | -3.5% | -17.7% | +14.2% | +4.1% |
| 6M | +23.4% | +2.5% | +20.9% | +20.3% |
| YTD | +26.0% | -19.8% | +45.9% | +34.6% |
| 1Y | +44.6% | -22.7% | +67.3% | +56.7% |
| 3Y | +162.7% | -38.3% | +201.0% | +193.8% |
| 5Y | +113.0% | -63.0% | +175.9% | +180.7% |
| All | +113.0% | -62.4% | +175.4% | +180.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling